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 | $151,888 | $157,256-3.4% | $141,162+7.6% | $152,861-0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.64% | 64.32%-46.7pp | 71.39%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $16,039 | $5,261+204.9% | $4,735+238.7% | $4,762+236.8% |
| Participant deferral / active EE | $17,853 | $7,109+151.1% | $6,709+166.1% | $5,850+205.2% |
| Admin fee / account holder | $1,243 | $12,120-89.7% | $10,261-87.9% | $11,596-89.3% |