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 | $115,415 | $124,319-7.2% | $111,297+3.7% | $167,490-31.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.64% | 37.44%-21.8pp | 54.65%-39.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $10,870 | $3,435+216.4% | $2,731+298.0% | $4,837+124.7% |
| Participant deferral / active EE | $3,687 | $5,180-28.8% | $4,487-17.8% | $6,341-41.9% |
| Admin fee / account holder | $1,216 | $10,618-88.6% | $7,964-84.7% | $12,309-90.1% |