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 | $118,759 | $214,378-44.6% | $200,582-40.8% | $142,382-16.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.30% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,303 | $6,841-66.3% | $6,419-64.1% | $4,299-46.4% |
| Participant deferral / active EE | $10,396 | $9,865+5.4% | $9,331+11.4% | $6,507+59.8% |
| Admin fee / account holder | $1,070 | $17,692-93.9% | $16,305-93.4% | $12,624-91.5% |