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 9-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 | $156,400 | $228,332-31.5% | $185,823-15.8% | $158,922-1.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.47% | 40.80%-22.3pp | 35.95%-17.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $8,065 | $4,967+62.4% | $4,087+97.3% | $4,761+69.4% |
| Participant deferral / active EE | $8,983 | $6,415+40.0% | $5,632+59.5% | $5,982+50.2% |
| Admin fee / account holder | $1,331 | $11,864-88.8% | $9,500-86.0% | $11,246-88.2% |