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 | $130,396 | $176,812-26.3% | $146,665-11.1% | $167,490-22.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.08% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $7,543 | $5,160+46.2% | $4,136+82.4% | $4,837+55.9% |
| Participant deferral / active EE | $15,600 | $6,440+142.2% | $5,506+183.3% | $6,341+146.0% |
| Admin fee / account holder | $3,245 | $13,259-75.5% | $10,280-68.4% | $12,309-73.6% |