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 5-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 | $126,618 | $106,584+18.8% | $101,326+25.0% | $142,382-11.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.97% | 36.93%-19.0pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,340 | $3,956-40.8% | $3,665-36.2% | $4,299-45.6% |
| Participant deferral / active EE | $9,750 | $8,297+17.5% | $7,994+22.0% | $6,507+49.8% |
| Admin fee / account holder | $1,649 | $11,446-85.6% | $11,185-85.3% | $12,624-86.9% |