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 9-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 | $162,028 | $180,449-10.2% | $154,107+5.1% | $135,375+19.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.03% | 888.09%-879.1pp | 735.12%-726.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $2,137 | $6,035-64.6% | $5,298-59.7% | $4,779-55.3% |
| Participant deferral / active EE | $4,219 | $5,806-27.3% | $5,081-17.0% | $5,609-24.8% |
| Admin fee / account holder | $2,263 | $16,143-86.0% | $13,411-83.1% | $10,827-79.1% |