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 | $92,228 | $116,175-20.6% | $93,606-1.5% | $152,861-39.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.66% | 35.96%-11.3pp | 32.76%-8.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $8,052 | $3,218+150.2% | $2,718+196.3% | $4,762+69.1% |
| Participant deferral / active EE | $9,780 | $4,603+112.5% | $4,069+140.4% | $5,850+67.2% |
| Admin fee / account holder | $26,290 | $10,748+144.6% | $7,888+233.3% | $11,596+126.7% |