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 | $172,891 | $97,744+76.9% | $103,476+67.1% | $145,922+18.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 25.41%-11.0pp | 23.90%-9.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,755 | $4,677+108.6% | $4,672+108.8% | $4,660+109.4% |
| Participant deferral / active EE | $13,854 | $6,603+109.8% | $6,623+109.2% | $6,688+107.1% |
| Admin fee / account holder | $420 | $12,515-96.6% | $9,413-95.5% | $13,397-96.9% |