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 | $101,759 | $91,190+11.6% | $178,490-43.0% | $79,858+27.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.02% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,066 | $3,256-5.8% | $5,011-38.8% | $2,471+24.1% |
| Participant deferral / active EE | $4,271 | $3,236+32.0% | $5,202-17.9% | $3,740+14.2% |
| Admin fee / account holder | $5,265 | $6,751-22.0% | $13,984-62.4% | $5,306-0.8% |