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 | $106,288 | $201,272-47.2% | $184,203-42.3% | $145,922-27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.84% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,496 | $7,022-21.7% | $6,427-14.5% | $4,660+17.9% |
| Participant deferral / active EE | $7,942 | $9,806-19.0% | $9,131-13.0% | $6,688+18.8% |
| Admin fee / account holder | $10,936 | $16,364-33.2% | $13,901-21.3% | $13,397-18.4% |