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 10-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 | $156,996 | $159,602-1.6% | $150,045+4.6% | $142,382+10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.92% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,166 | $4,961+24.3% | $4,693+31.4% | $4,299+43.4% |
| Participant deferral / active EE | $8,694 | $8,310+4.6% | $7,997+8.7% | $6,507+33.6% |
| Admin fee / account holder | $1,093 | $14,846-92.6% | $13,435-91.9% | $12,624-91.3% |