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 | $105,601 | $165,335-36.1% | $149,696-29.5% | $158,922-33.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.32% | 348.15%-339.8pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $5,675 | $5,103+11.2% | $4,644+22.2% | $4,761+19.2% |
| Participant deferral / active EE | $20,000 | $7,181+178.5% | $6,842+192.3% | $5,982+234.3% |
| Admin fee / account holder | $596 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |