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 | $106,165 | $228,332-53.5% | $185,823-42.9% | $158,922-33.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.71% | 40.80%-21.1pp | 35.95%-16.2pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,024 | $4,967-19.0% | $4,087-1.5% | $4,761-15.5% |
| Participant deferral / active EE | $8,653 | $6,415+34.9% | $5,632+53.6% | $5,982+44.6% |
| Admin fee / account holder | $304 | $11,864-97.4% | $9,500-96.8% | $11,246-97.3% |