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 | $202,483 | $217,402-6.9% | $185,823+9.0% | $167,490+20.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.23% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,352 | $5,873-42.9% | $5,167-35.1% | $4,837-30.7% |
| Participant deferral / active EE | $12,022 | $6,356+89.1% | $5,568+115.9% | $6,341+89.6% |
| Admin fee / account holder | $2,476 | $19,811-87.5% | $16,237-84.8% | $12,309-79.9% |