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 | $168,336 | $177,572-5.2% | $154,803+8.7% | $142,382+18.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 65.46% | 65.07%+0.4pp | 58.88%+6.6pp | 217.08%-151.6pp |
| Employer contribution / active EE | $3,804 | $4,810-20.9% | $4,305-11.7% | $4,299-11.5% |
| Participant deferral / active EE | $8,037 | $6,272+28.1% | $5,540+45.1% | $6,507+23.5% |
| Admin fee / account holder | $4,537 | $16,786-73.0% | $14,329-68.3% | $12,624-64.1% |