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 | $202,900 | $176,056+15.2% | $159,436+27.3% | $167,490+21.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.55% | 331.75%-308.2pp | 263.57%-240.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,784 | $5,297-66.3% | $4,829-63.1% | $4,837-63.1% |
| Participant deferral / active EE | $12,355 | $7,750+59.4% | $7,352+68.0% | $6,341+94.8% |
| Admin fee / account holder | $6,660 | $12,554-47.0% | $10,799-38.3% | $12,309-45.9% |