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 | $136,625 | $124,281+9.9% | $109,143+25.2% | $167,490-18.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 13.12% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $9,929 | $4,207+136.0% | $3,722+166.8% | $4,837+105.3% |
| Participant deferral / active EE | $6,178 | $5,255+17.6% | $4,653+32.8% | $6,341-2.6% |
| Admin fee / account holder | $665 | $7,970-91.7% | $6,752-90.2% | $12,309-94.6% |