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 | $161,025 | $217,402-25.9% | $185,823-13.3% | $167,490-3.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.10% | 148.36%-134.3pp | 122.05%-107.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $6,563 | $5,873+11.8% | $5,167+27.0% | $4,837+35.7% |
| Participant deferral / active EE | $5,649 | $6,356-11.1% | $5,568+1.5% | $6,341-10.9% |
| Admin fee / account holder | $9,493 | $19,811-52.1% | $16,237-41.5% | $12,309-22.9% |