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 | $122,524 | $103,376+18.5% | $87,100+40.7% | $152,861-19.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.57% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,214 | $3,220+61.9% | $2,521+106.8% | $4,762+9.5% |
| Participant deferral / active EE | $7,731 | $4,778+61.8% | $4,049+90.9% | $5,850+32.1% |
| Admin fee / account holder | $689 | $12,205-94.4% | $7,497-90.8% | $11,596-94.1% |