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 | $113,561 | $157,256-27.8% | $141,162-19.6% | $152,861-25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.63% | 64.32%-21.7pp | 71.39%-28.8pp | 345.32%-302.7pp |
| Employer contribution / active EE | $1,926 | $5,261-63.4% | $4,735-59.3% | $4,762-59.6% |
| Participant deferral / active EE | $2,497 | $7,109-64.9% | $6,709-62.8% | $5,850-57.3% |
| Admin fee / account holder | $9,753 | $12,120-19.5% | $10,261-5.0% | $11,596-15.9% |