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 | $157,612 | $198,466-20.6% | $170,442-7.5% | $147,584+6.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.47% | 257.29%-233.8pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,920 | $6,184-68.9% | $5,433-64.7% | $4,876-60.6% |
| Participant deferral / active EE | $7,700 | $5,629+36.8% | $4,939+55.9% | $5,439+41.6% |
| Admin fee / account holder | $5,176 | $16,852-69.3% | $13,880-62.7% | $10,885-52.5% |