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 | $189,303 | $197,591-4.2% | $177,821+6.5% | $158,922+19.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.53% | 58.76%-51.2pp | 48.32%-40.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,460 | $6,697-48.3% | $5,918-41.5% | $4,761-27.3% |
| Participant deferral / active EE | $6,935 | $8,405-17.5% | $7,714-10.1% | $5,982+15.9% |
| Admin fee / account holder | $4,602 | $15,399-70.1% | $12,427-63.0% | $11,246-59.1% |