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 7-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 | $153,482 | $214,378-28.4% | $200,582-23.5% | $142,382+7.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.51% | 46.41%-14.9pp | 42.33%-10.8pp | 217.08%-185.6pp |
| Employer contribution / active EE | $7,072 | $6,841+3.4% | $6,419+10.2% | $4,299+64.5% |
| Participant deferral / active EE | $11,451 | $9,865+16.1% | $9,331+22.7% | $6,507+76.0% |
| Admin fee / account holder | $2,038 | $17,692-88.5% | $16,305-87.5% | $12,624-83.9% |