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 | $122,550 | $110,261+11.1% | $95,745+28.0% | $139,434-12.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.04% | 27.11%-11.1pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,672 | $3,257-18.0% | $2,835-5.7% | $4,751-43.8% |
| Participant deferral / active EE | $9,475 | $4,676+102.6% | $4,245+123.2% | $6,710+41.2% |
| Admin fee / account holder | $460 | $6,613-93.0% | $5,678-91.9% | $11,403-96.0% |