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 | $107,698 | $118,450-9.1% | $98,439+9.4% | $139,434-22.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.07% | 18.94%-1.9pp | 21.16%-4.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,884 | $3,609-20.1% | $3,048-5.4% | $4,751-39.3% |
| Participant deferral / active EE | $5,918 | $5,392+9.8% | $4,738+24.9% | $6,710-11.8% |
| Admin fee / account holder | $663 | $14,026-95.3% | $8,948-92.6% | $11,403-94.2% |