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 7-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 | $154,789 | $197,591-21.7% | $177,821-13.0% | $158,922-2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.62% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,322 | $6,697-50.4% | $5,918-43.9% | $4,761-30.2% |
| Participant deferral / active EE | $8,329 | $8,405-0.9% | $7,714+8.0% | $5,982+39.2% |
| Admin fee / account holder | $1,562 | $15,399-89.9% | $12,427-87.4% | $11,246-86.1% |