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 | $164,746 | $157,256+4.8% | $141,162+16.7% | $152,861+7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.14% | 64.32%-37.2pp | 71.39%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,694 | $5,261-48.8% | $4,735-43.1% | $4,762-43.4% |
| Participant deferral / active EE | $8,632 | $7,109+21.4% | $6,709+28.7% | $5,850+47.6% |
| Admin fee / account holder | $3,284 | $12,120-72.9% | $10,261-68.0% | $11,596-71.7% |