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 | $168,438 | $228,332-26.2% | $185,823-9.4% | $158,922+6.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.86% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $15,383 | $4,967+209.7% | $4,087+276.3% | $4,761+223.1% |
| Participant deferral / active EE | $9,510 | $6,415+48.3% | $5,632+68.9% | $5,982+59.0% |
| Admin fee / account holder | $3,152 | $11,864-73.4% | $9,500-66.8% | $11,246-72.0% |