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 | $100,216 | $162,781-38.4% | $133,956-25.2% | $158,922-36.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.09% | 41.94%-21.8pp | 45.09%-25.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $7,051 | $4,975+41.7% | $3,919+79.9% | $4,761+48.1% |
| Participant deferral / active EE | $2,160 | $5,911-63.5% | $5,048-57.2% | $5,982-63.9% |
| Admin fee / account holder | $8,830 | $11,736-24.8% | $8,927-1.1% | $11,246-21.5% |