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 | $183,043 | $172,478+6.1% | $145,661+25.7% | $142,382+28.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 17.30% | 151.09%-133.8pp | 101.46%-84.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $14,000 | $4,899+185.8% | $4,238+230.4% | $4,299+225.6% |
| Participant deferral / active EE | $16,042 | $8,348+92.2% | $7,198+122.9% | $6,507+146.5% |
| Admin fee / account holder | $15,414 | $16,864-8.6% | $12,466+23.6% | $12,624+22.1% |