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 8-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 | $151,744 | $177,572-14.5% | $154,803-2.0% | $142,382+6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.78% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,656 | $4,810-65.6% | $4,305-61.5% | $4,299-61.5% |
| Participant deferral / active EE | $11,187 | $6,272+78.4% | $5,540+101.9% | $6,507+71.9% |
| Admin fee / account holder | $9,995 | $16,786-40.5% | $14,329-30.2% | $12,624-20.8% |