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 10-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 | $109,074 | $133,922-18.6% | $116,228-6.2% | $142,382-23.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.43% | 147.76%-129.3pp | 90.06%-71.6pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,028 | $3,446+75.0% | $2,994+101.3% | $4,299+40.2% |
| Participant deferral / active EE | $3,874 | $5,672-31.7% | $4,953-21.8% | $6,507-40.5% |
| Admin fee / account holder | $408 | $14,945-97.3% | $11,989-96.6% | $12,624-96.8% |