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 | $209,970 | $227,553-7.7% | $189,557+10.8% | $167,490+25.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.24% | 78.40%-60.2pp | 64.17%-45.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,789 | $5,316-9.9% | $4,412+8.5% | $4,837-1.0% |
| Participant deferral / active EE | $14,670 | $7,002+109.5% | $6,174+137.6% | $6,341+131.3% |
| Admin fee / account holder | $4,039 | $11,878-66.0% | $9,807-58.8% | $12,309-67.2% |