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 | $195,688 | $95,266+105.4% | $82,389+137.5% | $142,382+37.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.10% | 25.74%-12.6pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,349 | $2,991+45.4% | $2,517+72.8% | $4,299+1.2% |
| Participant deferral / active EE | $6,406 | $4,809+33.2% | $4,155+54.2% | $6,507-1.6% |
| Admin fee / account holder | $1,542 | $8,563-82.0% | $7,231-78.7% | $12,624-87.8% |