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 9-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 | $171,992 | $159,602+7.8% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,994 | $4,961-19.5% | $4,693-14.9% | $4,299-7.1% |
| Participant deferral / active EE | $26,914 | $8,310+223.9% | $7,997+236.5% | $6,507+313.6% |
| Admin fee / account holder | $727 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |