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 | $135,192 | $201,272-32.8% | $184,203-26.6% | $145,922-7.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 17.19% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $18,481 | $7,022+163.2% | $6,427+187.5% | $4,660+296.6% |
| Participant deferral / active EE | $6,550 | $9,806-33.2% | $9,131-28.3% | $6,688-2.1% |
| Admin fee / account holder | $81,327 | $16,364+397.0% | $13,901+485.0% | $13,397+507.1% |