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 | $148,558 | $214,378-30.7% | $200,582-25.9% | $142,382+4.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.12% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,775 | $6,841-15.6% | $6,419-10.0% | $4,299+34.3% |
| Participant deferral / active EE | $8,807 | $9,865-10.7% | $9,331-5.6% | $6,507+35.3% |
| Admin fee / account holder | $836 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |