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 | $141,667 | $238,490-40.6% | $180,183-21.4% | $142,382-0.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 26.71% | 33.56%-6.8pp | 27.86%-1.1pp | 217.08%-190.4pp |
| Employer contribution / active EE | $8,520 | $6,143+38.7% | $5,039+69.1% | $4,299+98.2% |
| Participant deferral / active EE | $17,538 | $7,996+119.3% | $6,822+157.1% | $6,507+169.5% |
| Admin fee / account holder | $11,429 | $28,866-60.4% | $19,975-42.8% | $12,624-9.5% |