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 | $115,675 | $127,386-9.2% | $115,037+0.6% | $125,391-7.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.79% | 31.28%-24.5pp | 26.14%-19.4pp | 282.22%-275.4pp |
| Employer contribution / active EE | $7,511 | $5,166+45.4% | $4,608+63.0% | $4,866+54.4% |
| Participant deferral / active EE | $11,006 | $6,423+71.3% | $6,026+82.6% | $5,352+105.7% |
| Admin fee / account holder | $1,805 | $9,516-81.0% | $8,175-77.9% | $9,540-81.1% |