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 | $141,635 | $214,378-33.9% | $200,582-29.4% | $142,382-0.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.16% | 46.41%-32.2pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,849 | $6,841-14.5% | $6,419-8.9% | $4,299+36.1% |
| Participant deferral / active EE | $12,333 | $9,865+25.0% | $9,331+32.2% | $6,507+89.5% |
| Admin fee / account holder | $3,205 | $17,692-81.9% | $16,305-80.3% | $12,624-74.6% |