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 | $133,345 | $165,335-19.3% | $149,696-10.9% | $158,922-16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.95% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,650 | $5,103-67.7% | $4,644-64.5% | $4,761-65.3% |
| Participant deferral / active EE | $2,350 | $7,181-67.3% | $6,842-65.7% | $5,982-60.7% |
| Admin fee / account holder | $12,201 | $10,807+12.9% | $9,309+31.1% | $11,246+8.5% |