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 | $180,732 | $201,272-10.2% | $184,203-1.9% | $145,922+23.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.99% | 29.00%-8.0pp | 28.81%-7.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $19,058 | $7,022+171.4% | $6,427+196.5% | $4,660+309.0% |
| Participant deferral / active EE | $11,000 | $9,806+12.2% | $9,131+20.5% | $6,688+64.5% |
| Admin fee / account holder | $2,299 | $16,364-86.0% | $13,901-83.5% | $13,397-82.8% |