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 | $130,774 | $106,515+22.8% | $96,683+35.3% | $139,434-6.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.38% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,265 | $4,103-44.8% | $3,737-39.4% | $4,751-52.3% |
| Participant deferral / active EE | $7,295 | $5,454+33.8% | $4,878+49.5% | $6,710+8.7% |
| Admin fee / account holder | $8,077 | $7,877+2.5% | $6,730+20.0% | $11,403-29.2% |