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 9-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 | $111,522 | $227,553-51.0% | $189,557-41.2% | $167,490-33.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.15% | 78.40%-55.3pp | 64.17%-41.0pp | 478.56%-455.4pp |
| Employer contribution / active EE | $3,325 | $5,316-37.5% | $4,412-24.6% | $4,837-31.3% |
| Participant deferral / active EE | $4,919 | $7,002-29.8% | $6,174-20.3% | $6,341-22.4% |
| Admin fee / account holder | $14,502 | $11,878+22.1% | $9,807+47.9% | $12,309+17.8% |