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 6-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 | $146,812 | $201,272-27.1% | $184,203-20.3% | $145,922+0.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.35% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,042 | $7,022-28.2% | $6,427-21.6% | $4,660+8.2% |
| Participant deferral / active EE | $8,523 | $9,806-13.1% | $9,131-6.7% | $6,688+27.4% |
| Admin fee / account holder | $2,325 | $16,364-85.8% | $13,901-83.3% | $13,397-82.6% |