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 7-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 | $142,852 | $117,841+21.2% | $102,423+39.5% | $145,922-2.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,369 | $3,615-34.5% | $3,023-21.6% | $4,660-49.2% |
| Participant deferral / active EE | $4,895 | $5,731-14.6% | $5,053-3.1% | $6,688-26.8% |
| Admin fee / account holder | $843 | $13,326-93.7% | $9,451-91.1% | $13,397-93.7% |