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 | $133,644 | $176,812-24.4% | $146,665-8.9% | $167,490-20.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.74% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $13,800 | $5,160+167.4% | $4,136+233.6% | $4,837+185.3% |
| Participant deferral / active EE | $7,426 | $6,440+15.3% | $5,506+34.9% | $6,341+17.1% |
| Admin fee / account holder | $323 | $13,259-97.6% | $10,280-96.9% | $12,309-97.4% |