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 6-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 | $145,840 | $179,726-18.9% | $156,263-6.7% | $142,382+2.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.33% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,869 | $5,069+55.2% | $4,333+81.6% | $4,299+83.0% |
| Participant deferral / active EE | $28,075 | $6,956+303.6% | $6,158+355.9% | $6,507+331.4% |
| Admin fee / account holder | $523 | $17,272-97.0% | $14,255-96.3% | $12,624-95.9% |