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 | $247,631 | $165,335+49.8% | $149,696+65.4% | $158,922+55.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.34% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,624 | $5,103-9.4% | $4,644-0.4% | $4,761-2.9% |
| Participant deferral / active EE | $9,573 | $7,181+33.3% | $6,842+39.9% | $5,982+60.0% |
| Admin fee / account holder | $33,128 | $10,807+206.6% | $9,309+255.9% | $11,246+194.6% |