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 5-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 | $146,500 | $214,378-31.7% | $200,582-27.0% | $142,382+2.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.16% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $9,282 | $6,841+35.7% | $6,419+44.6% | $4,299+115.9% |
| Participant deferral / active EE | $20,090 | $9,865+103.7% | $9,331+115.3% | $6,507+208.7% |
| Admin fee / account holder | $3,883 | $17,692-78.1% | $16,305-76.2% | $12,624-69.2% |