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 | $142,304 | $214,378-33.6% | $200,582-29.1% | $142,382-0.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.91% | 46.41%-22.5pp | 42.33%-18.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,568 | $6,841-62.5% | $6,419-60.0% | $4,299-40.3% |
| Participant deferral / active EE | $25,650 | $9,865+160.0% | $9,331+174.9% | $6,507+294.2% |
| Admin fee / account holder | $663 | $17,692-96.3% | $16,305-95.9% | $12,624-94.8% |