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 | $123,129 | $103,376+19.1% | $87,100+41.4% | $152,861-19.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.52% | 28.10%-16.6pp | 28.19%-16.7pp | 345.32%-333.8pp |
| Employer contribution / active EE | $4,415 | $3,220+37.1% | $2,521+75.1% | $4,762-7.3% |
| Participant deferral / active EE | $3,140 | $4,778-34.3% | $4,049-22.4% | $5,850-46.3% |
| Admin fee / account holder | $637 | $12,205-94.8% | $7,497-91.5% | $11,596-94.5% |