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 | $159,572 | $176,812-9.8% | $146,665+8.8% | $167,490-4.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.14% | 24.03%-2.9pp | 22.74%-1.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $14,093 | $5,160+173.1% | $4,136+240.7% | $4,837+191.3% |
| Participant deferral / active EE | $11,450 | $6,440+77.8% | $5,506+108.0% | $6,341+80.6% |
| Admin fee / account holder | $649 | $13,259-95.1% | $10,280-93.7% | $12,309-94.7% |