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 | $116,962 | $227,553-48.6% | $189,557-38.3% | $167,490-30.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.94% | 78.40%-64.5pp | 64.17%-50.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,941 | $5,316-44.7% | $4,412-33.4% | $4,837-39.2% |
| Participant deferral / active EE | $11,649 | $7,002+66.4% | $6,174+88.7% | $6,341+83.7% |
| Admin fee / account holder | $18,667 | $11,878+57.2% | $9,807+90.3% | $12,309+51.7% |