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 | $157,962 | $202,432-22.0% | $169,368-6.7% | $139,434+13.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.25% | 531.74%-515.5pp | 405.60%-389.3pp | 372.94%-356.7pp |
| Employer contribution / active EE | $10,630 | $4,692+126.5% | $4,013+164.9% | $4,751+123.8% |
| Participant deferral / active EE | $17,531 | $6,938+152.7% | $6,221+181.8% | $6,710+161.3% |
| Admin fee / account holder | $1,140 | $10,708-89.4% | $9,003-87.3% | $11,403-90.0% |