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 | $134,672 | $103,376+30.3% | $87,100+54.6% | $152,861-11.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.15% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $14,616 | $3,220+353.9% | $2,521+479.7% | $4,762+206.9% |
| Participant deferral / active EE | $11,730 | $4,778+145.5% | $4,049+189.7% | $5,850+100.5% |
| Admin fee / account holder | $1,419 | $12,205-88.4% | $7,497-81.1% | $11,596-87.8% |