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 6-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 | $237,616 | $106,584+122.9% | $101,326+134.5% | $142,382+66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.51% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $34,802 | $3,956+779.7% | $3,665+849.5% | $4,299+709.5% |
| Participant deferral / active EE | $14,985 | $8,297+80.6% | $7,994+87.5% | $6,507+130.3% |
| Admin fee / account holder | $6,318 | $11,446-44.8% | $11,185-43.5% | $12,624-50.0% |