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 9-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 | $230,604 | $163,101+41.4% | $136,749+68.6% | $142,382+62.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 27.54%-10.8pp | 24.33%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,168 | $4,117-47.3% | $3,400-36.2% | $4,299-49.6% |
| Participant deferral / active EE | $7,157 | $5,585+28.2% | $4,692+52.5% | $6,507+10.0% |
| Admin fee / account holder | $1,136 | $14,318-92.1% | $11,386-90.0% | $12,624-91.0% |