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 4-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 | $194,205 | $107,452+80.7% | $91,541+112.2% | $142,382+36.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.65% | 22.06%+1.6pp | 20.50%+3.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,799 | $2,994-39.9% | $2,505-28.2% | $4,299-58.2% |
| Participant deferral / active EE | $5,400 | $4,754+13.6% | $4,008+34.7% | $6,507-17.0% |
| Admin fee / account holder | $6,356 | $8,834-28.1% | $6,956-8.6% | $12,624-49.7% |