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 8-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 | $133,071 | $197,591-32.7% | $177,821-25.2% | $158,922-16.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.59% | 58.76%-42.2pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $19,046 | $6,697+184.4% | $5,918+221.8% | $4,761+300.0% |
| Participant deferral / active EE | $20,794 | $8,405+147.4% | $7,714+169.6% | $5,982+247.6% |
| Admin fee / account holder | $324 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |