See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,021 | $172,478-2.0% | $145,661+16.0% | $142,382+18.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 17.34% | 151.09%-133.8pp | 101.46%-84.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,668 | $4,899+36.1% | $4,238+57.3% | $4,299+55.1% |
| Participant deferral / active EE | $18,166 | $8,348+117.6% | $7,198+152.4% | $6,507+179.2% |
| Admin fee / account holder | $952 | $16,864-94.4% | $12,466-92.4% | $12,624-92.5% |