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 | $119,158 | $124,281-4.1% | $109,143+9.2% | $167,490-28.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.88% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,034 | $4,207-27.9% | $3,722-18.5% | $4,837-37.3% |
| Participant deferral / active EE | $9,122 | $5,255+73.6% | $4,653+96.0% | $6,341+43.9% |
| Admin fee / account holder | $15,974 | $7,970+100.4% | $6,752+136.6% | $12,309+29.8% |