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 7-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 | $152,586 | $201,272-24.2% | $184,203-17.2% | $145,922+4.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.36% | 29.00%-7.6pp | 28.81%-7.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,917 | $7,022-58.5% | $6,427-54.6% | $4,660-37.4% |
| Participant deferral / active EE | $13,182 | $9,806+34.4% | $9,131+44.4% | $6,688+97.1% |
| Admin fee / account holder | $894 | $16,364-94.5% | $13,901-93.6% | $13,397-93.3% |