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 8-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 | $144,787 | $214,378-32.5% | $200,582-27.8% | $142,382+1.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.37% | 46.41%-31.0pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,557 | $6,841-62.6% | $6,419-60.2% | $4,299-40.5% |
| Participant deferral / active EE | $9,303 | $9,865-5.7% | $9,331-0.3% | $6,507+43.0% |
| Admin fee / account holder | $984 | $17,692-94.4% | $16,305-94.0% | $12,624-92.2% |