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 | $205,665 | $214,378-4.1% | $200,582+2.5% | $142,382+44.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.15% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,743 | $6,841-59.9% | $6,419-57.3% | $4,299-36.2% |
| Participant deferral / active EE | $22,000 | $9,865+123.0% | $9,331+135.8% | $6,507+238.1% |
| Admin fee / account holder | $2,998 | $17,692-83.1% | $16,305-81.6% | $12,624-76.3% |