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 | $158,111 | $162,781-2.9% | $133,956+18.0% | $158,922-0.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.77% | 41.94%-23.2pp | 45.09%-26.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $7,572 | $4,975+52.2% | $3,919+93.2% | $4,761+59.0% |
| Participant deferral / active EE | $6,111 | $5,911+3.4% | $5,048+21.1% | $5,982+2.2% |
| Admin fee / account holder | $616 | $11,736-94.8% | $8,927-93.1% | $11,246-94.5% |