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 | $158,285 | $167,484-5.5% | $151,611+4.4% | $134,475+17.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.09% | 7.80%-1.7pp | 3.33%+2.8pp | 417.96%-411.9pp |
| Employer contribution / active EE | $7,683 | $6,829+12.5% | $6,166+24.6% | $4,740+62.1% |
| Participant deferral / active EE | $16,505 | $8,986+83.7% | $8,363+97.3% | $6,400+157.9% |
| Admin fee / account holder | $602 | $13,783-95.6% | $11,616-94.8% | $11,426-94.7% |