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 | $109,983 | $116,175-5.3% | $93,606+17.5% | $152,861-28.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 12.00% | 35.96%-24.0pp | 32.76%-20.8pp | 345.32%-333.3pp |
| Employer contribution / active EE | $2,496 | $3,218-22.4% | $2,718-8.2% | $4,762-47.6% |
| Participant deferral / active EE | $6,112 | $4,603+32.8% | $4,069+50.2% | $5,850+4.5% |
| Admin fee / account holder | $807 | $10,748-92.5% | $7,888-89.8% | $11,596-93.0% |