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 8-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 | $123,229 | $177,572-30.6% | $154,803-20.4% | $142,382-13.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.82% | 65.07%-46.2pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,923 | $4,810+2.3% | $4,305+14.3% | $4,299+14.5% |
| Participant deferral / active EE | $11,982 | $6,272+91.1% | $5,540+116.3% | $6,507+84.1% |
| Admin fee / account holder | $19,150 | $16,786+14.1% | $14,329+33.6% | $12,624+51.7% |