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 | $111,445 | $202,432-44.9% | $169,368-34.2% | $139,434-20.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.97% | 531.74%-519.8pp | 405.60%-393.6pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,532 | $4,692-67.4% | $4,013-61.8% | $4,751-67.8% |
| Participant deferral / active EE | $9,348 | $6,938+34.7% | $6,221+50.3% | $6,710+39.3% |
| Admin fee / account holder | $18,677 | $10,708+74.4% | $9,003+107.4% | $11,403+63.8% |