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 | $149,285 | $114,381+30.5% | $107,525+38.8% | $142,382+4.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.46% | 242.71%-230.2pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,137 | $4,015-46.8% | $3,754-43.1% | $4,299-50.3% |
| Participant deferral / active EE | $10,381 | $5,564+86.6% | $5,116+102.9% | $6,507+59.5% |
| Admin fee / account holder | $1,572 | $9,860-84.1% | $8,919-82.4% | $12,624-87.6% |