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 5-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 | $165,817 | $185,822-10.8% | $169,993-2.5% | $139,434+18.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.33% | 60.50%-38.2pp | 53.37%-31.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $31,437 | $7,590+314.2% | $6,785+363.3% | $4,751+561.7% |
| Participant deferral / active EE | $22,829 | $11,622+96.4% | $10,408+119.4% | $6,710+240.2% |
| Admin fee / account holder | $4,791 | $15,381-68.8% | $12,815-62.6% | $11,403-58.0% |