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 | $136,623 | $110,257+23.9% | $96,544+41.5% | $139,434-2.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.99% | 26.32%-11.3pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,202 | $3,620-66.8% | $2,965-59.5% | $4,751-74.7% |
| Participant deferral / active EE | $3,841 | $5,548-30.8% | $4,851-20.8% | $6,710-42.8% |
| Admin fee / account holder | $26,192 | $11,591+126.0% | $8,252+217.4% | $11,403+129.7% |