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 | $108,334 | $106,584+1.6% | $101,326+6.9% | $142,382-23.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.10% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $16,570 | $3,956+318.9% | $3,665+352.1% | $4,299+285.4% |
| Participant deferral / active EE | $8,390 | $8,297+1.1% | $7,994+4.9% | $6,507+28.9% |
| Admin fee / account holder | $2,965 | $11,446-74.1% | $11,185-73.5% | $12,624-76.5% |