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 6-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 | $156,956 | $214,378-26.8% | $200,582-21.8% | $142,382+10.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.70% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $23,147 | $6,841+238.3% | $6,419+260.6% | $4,299+438.4% |
| Participant deferral / active EE | $17,278 | $9,865+75.1% | $9,331+85.2% | $6,507+165.5% |
| Admin fee / account holder | $3,675 | $17,692-79.2% | $16,305-77.5% | $12,624-70.9% |