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 | $65,101 | $165,335-60.6% | $149,696-56.5% | $158,922-59.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.02% | 348.15%-324.1pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $5,388 | $5,103+5.6% | $4,644+16.0% | $4,761+13.2% |
| Participant deferral / active EE | $13,266 | $7,181+84.7% | $6,842+93.9% | $5,982+121.8% |
| Admin fee / account holder | $7,008 | $10,807-35.1% | $9,309-24.7% | $11,246-37.7% |