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 | $87,418 | $185,822-53.0% | $169,993-48.6% | $139,434-37.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.09% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $7,152 | $7,590-5.8% | $6,785+5.4% | $4,751+50.5% |
| Participant deferral / active EE | $10,617 | $11,622-8.6% | $10,408+2.0% | $6,710+58.2% |
| Admin fee / account holder | $558 | $15,381-96.4% | $12,815-95.6% | $11,403-95.1% |