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 | $141,776 | $228,332-37.9% | $185,823-23.7% | $158,922-10.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.86% | 40.80%-27.9pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,290 | $4,967+46.8% | $4,087+78.4% | $4,761+53.1% |
| Participant deferral / active EE | $1,543 | $6,415-75.9% | $5,632-72.6% | $5,982-74.2% |
| Admin fee / account holder | $7,210 | $11,864-39.2% | $9,500-24.1% | $11,246-35.9% |