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 7-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 | $117,202 | $159,602-26.6% | $150,045-21.9% | $142,382-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.75% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $18,339 | $4,961+269.7% | $4,693+290.8% | $4,299+326.6% |
| Participant deferral / active EE | $9,074 | $8,310+9.2% | $7,997+13.5% | $6,507+39.4% |
| Admin fee / account holder | $1,388 | $14,846-90.6% | $13,435-89.7% | $12,624-89.0% |