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 7-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 | $163,789 | $106,584+53.7% | $101,326+61.6% | $142,382+15.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.00% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $27,182 | $3,956+587.1% | $3,665+641.6% | $4,299+532.3% |
| Participant deferral / active EE | $12,868 | $8,297+55.1% | $7,994+61.0% | $6,507+97.8% |
| Admin fee / account holder | $8,921 | $11,446-22.1% | $11,185-20.2% | $12,624-29.3% |