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 | $87,084 | $96,484-9.7% | $75,886+14.8% | $152,861-43.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.78% | 33.98%-14.2pp | 30.76%-11.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,255 | $3,309-1.7% | $2,500+30.2% | $4,762-31.7% |
| Participant deferral / active EE | $6,245 | $4,553+37.2% | $3,603+73.3% | $5,850+6.7% |
| Admin fee / account holder | $355 | $8,078-95.6% | $5,418-93.4% | $11,596-96.9% |