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 | $147,070 | $198,466-25.9% | $170,442-13.7% | $147,584-0.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.54% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,564 | $6,184-10.0% | $5,433+2.4% | $4,876+14.1% |
| Participant deferral / active EE | $5,653 | $5,629+0.4% | $4,939+14.4% | $5,439+3.9% |
| Admin fee / account holder | $1,031 | $16,852-93.9% | $13,880-92.6% | $10,885-90.5% |