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 | $241,469 | $238,490+1.2% | $180,183+34.0% | $142,382+69.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.16% | 33.56%-16.4pp | 27.86%-10.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $9,675 | $6,143+57.5% | $5,039+92.0% | $4,299+125.1% |
| Participant deferral / active EE | $20,456 | $7,996+155.8% | $6,822+199.8% | $6,507+214.4% |
| Admin fee / account holder | $5,134 | $28,866-82.2% | $19,975-74.3% | $12,624-59.3% |