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 | $156,490 | $176,056-11.1% | $159,436-1.8% | $167,490-6.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.79% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $4,399 | $5,297-17.0% | $4,829-8.9% | $4,837-9.1% |
| Participant deferral / active EE | $19,310 | $7,750+149.2% | $7,352+162.6% | $6,341+204.5% |
| Admin fee / account holder | $1,195 | $12,554-90.5% | $10,799-88.9% | $12,309-90.3% |