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 | $225,414 | $201,272+12.0% | $184,203+22.4% | $145,922+54.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.03% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,500 | $7,022-35.9% | $6,427-30.0% | $4,660-3.4% |
| Participant deferral / active EE | $4,551 | $9,806-53.6% | $9,131-50.2% | $6,688-31.9% |
| Admin fee / account holder | $697 | $16,364-95.7% | $13,901-95.0% | $13,397-94.8% |