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 | $112,619 | $95,266+18.2% | $82,389+36.7% | $142,382-20.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.81% | 25.74%-8.9pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,247 | $2,991-24.9% | $2,517-10.7% | $4,299-47.7% |
| Participant deferral / active EE | $7,584 | $4,809+57.7% | $4,155+82.6% | $6,507+16.6% |
| Admin fee / account holder | $1,502 | $8,563-82.5% | $7,231-79.2% | $12,624-88.1% |