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 | $100,423 | $77,813+29.1% | $123,544-18.7% | $64,186+56.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 15.84% | 12.48%+3.4pp | 119.20%-103.4pp | 7.63%+8.2pp |
| Employer contribution / active EE | $3,886 | $3,014+28.9% | $4,628-16.0% | $2,381+63.2% |
| Participant deferral / active EE | $7,536 | $5,240+43.8% | $6,426+17.3% | $3,470+117.2% |
| Admin fee / account holder | $14,031 | $5,519+154.2% | $9,284+51.1% | $4,888+187.1% |