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 | $129,240 | $142,405-9.2% | $115,157+12.2% | $152,861-15.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.65% | 41.48%-17.8pp | 35.60%-12.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,111 | $4,010-22.4% | $3,179-2.1% | $4,762-34.7% |
| Participant deferral / active EE | $10,243 | $5,164+98.4% | $4,168+145.7% | $5,850+75.1% |
| Admin fee / account holder | $1,208 | $8,462-85.7% | $7,088-83.0% | $11,596-89.6% |