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 | $130,946 | $165,335-20.8% | $149,696-12.5% | $158,922-17.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.95% | 348.15%-324.2pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,949 | $5,103-42.2% | $4,644-36.5% | $4,761-38.1% |
| Participant deferral / active EE | $12,096 | $7,181+68.4% | $6,842+76.8% | $5,982+102.2% |
| Admin fee / account holder | $6,682 | $10,807-38.2% | $9,309-28.2% | $11,246-40.6% |