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 | $109,985 | $110,257-0.2% | $96,544+13.9% | $139,434-21.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.53% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,825 | $3,620+60.9% | $2,965+96.5% | $4,751+22.6% |
| Participant deferral / active EE | $7,297 | $5,548+31.5% | $4,851+50.4% | $6,710+8.7% |
| Admin fee / account holder | $1,374 | $11,591-88.2% | $8,252-83.4% | $11,403-88.0% |