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 | $208,956 | $201,272+3.8% | $184,203+13.4% | $145,922+43.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.35% | 29.00%-7.6pp | 28.81%-7.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $31,870 | $7,022+353.9% | $6,427+395.9% | $4,660+584.0% |
| Participant deferral / active EE | $25,125 | $9,806+156.2% | $9,131+175.2% | $6,688+275.7% |
| Admin fee / account holder | $629 | $16,364-96.2% | $13,901-95.5% | $13,397-95.3% |