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 | $145,737 | $135,952+7.2% | $123,892+17.6% | $273,961-46.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.72% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.7pp |
| Employer contribution / active EE | $8,570 | $5,170+65.8% | $4,617+85.6% | $4,869+76.0% |
| Participant deferral / active EE | $6,419 | $6,343+1.2% | $5,984+7.3% | $5,287+21.4% |
| Admin fee / account holder | $1,320 | $9,817-86.6% | $8,357-84.2% | $10,132-87.0% |