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 | $133,447 | $176,056-24.2% | $159,436-16.3% | $167,490-20.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.20% | 331.75%-311.5pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,239 | $5,297-57.7% | $4,829-53.6% | $4,837-53.7% |
| Participant deferral / active EE | $8,869 | $7,750+14.4% | $7,352+20.6% | $6,341+39.9% |
| Admin fee / account holder | $506 | $12,554-96.0% | $10,799-95.3% | $12,309-95.9% |