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 5-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 | $146,893 | $177,572-17.3% | $154,803-5.1% | $142,382+3.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.72% | 65.07%-41.3pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $9,573 | $4,810+99.0% | $4,305+122.4% | $4,299+122.7% |
| Participant deferral / active EE | $14,666 | $6,272+133.9% | $5,540+164.7% | $6,507+125.4% |
| Admin fee / account holder | $2,216 | $16,786-86.8% | $14,329-84.5% | $12,624-82.4% |