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 | $190,042 | $201,272-5.6% | $184,203+3.2% | $145,922+30.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.66% | 29.00%-17.3pp | 28.81%-17.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $20,894 | $7,022+197.6% | $6,427+225.1% | $4,660+348.4% |
| Participant deferral / active EE | $12,728 | $9,806+29.8% | $9,131+39.4% | $6,688+90.3% |
| Admin fee / account holder | $1,038 | $16,364-93.7% | $13,901-92.5% | $13,397-92.2% |