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 | $200,577 | $179,726+11.6% | $156,263+28.4% | $142,382+40.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.82% | 77.86%-60.0pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,347 | $5,069-73.4% | $4,333-68.9% | $4,299-68.7% |
| Participant deferral / active EE | $5,534 | $6,956-20.4% | $6,158-10.1% | $6,507-15.0% |
| Admin fee / account holder | $5,031 | $17,272-70.9% | $14,255-64.7% | $12,624-60.1% |