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 | $175,873 | $127,065+38.4% | $113,168+55.4% | $142,382+23.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.24% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,402 | $3,442+56.9% | $2,975+81.6% | $4,299+25.7% |
| Participant deferral / active EE | $18,463 | $5,716+223.0% | $5,107+261.5% | $6,507+183.7% |
| Admin fee / account holder | $4,230 | $15,736-73.1% | $12,068-65.0% | $12,624-66.5% |