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 | $142,738 | $159,602-10.6% | $150,045-4.9% | $142,382+0.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.51% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,793 | $4,961-43.7% | $4,693-40.5% | $4,299-35.0% |
| Participant deferral / active EE | $5,848 | $8,310-29.6% | $7,997-26.9% | $6,507-10.1% |
| Admin fee / account holder | $801 | $14,846-94.6% | $13,435-94.0% | $12,624-93.7% |