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 | $201,848 | $214,378-5.8% | $200,582+0.6% | $142,382+41.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 38.98% | 46.41%-7.4pp | 42.33%-3.4pp | 217.08%-178.1pp |
| Employer contribution / active EE | $6,880 | $6,841+0.6% | $6,419+7.2% | $4,299+60.0% |
| Participant deferral / active EE | $7,789 | $9,865-21.0% | $9,331-16.5% | $6,507+19.7% |
| Admin fee / account holder | $37,479 | $17,692+111.8% | $16,305+129.9% | $12,624+196.9% |