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 4-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 | $163,602 | $185,822-12.0% | $169,993-3.8% | $139,434+17.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.28% | 60.50%-33.2pp | 53.37%-26.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,534 | $7,590-66.6% | $6,785-62.7% | $4,751-46.7% |
| Participant deferral / active EE | $17,082 | $11,622+47.0% | $10,408+64.1% | $6,710+154.6% |
| Admin fee / account holder | $2,334 | $15,381-84.8% | $12,815-81.8% | $11,403-79.5% |