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 | $125,444 | $165,335-24.1% | $149,696-16.2% | $158,922-21.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.59% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,679 | $5,103-27.9% | $4,644-20.8% | $4,761-22.7% |
| Participant deferral / active EE | $14,156 | $7,181+97.1% | $6,842+106.9% | $5,982+136.6% |
| Admin fee / account holder | $3,430 | $10,807-68.3% | $9,309-63.2% | $11,246-69.5% |