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 | $104,101 | $114,381-9.0% | $107,525-3.2% | $142,382-26.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.01% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $21,363 | $4,015+432.1% | $3,754+469.1% | $4,299+396.9% |
| Participant deferral / active EE | $1,958 | $5,564-64.8% | $5,116-61.7% | $6,507-69.9% |
| Admin fee / account holder | $1,144 | $9,860-88.4% | $8,919-87.2% | $12,624-90.9% |