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 | $107,028 | $107,452-0.4% | $91,541+16.9% | $142,382-24.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.70% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,014 | $2,994+0.7% | $2,505+20.3% | $4,299-29.9% |
| Participant deferral / active EE | $23,787 | $4,754+400.3% | $4,008+493.5% | $6,507+265.5% |
| Admin fee / account holder | $751 | $8,834-91.5% | $6,956-89.2% | $12,624-94.1% |