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 | $84,246 | $117,841-28.5% | $102,423-17.7% | $145,922-42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.10% | 31.65%+2.5pp | 29.32%+4.8pp | 561.29%-527.2pp |
| Employer contribution / active EE | $5,646 | $3,615+56.2% | $3,023+86.7% | $4,660+21.2% |
| Participant deferral / active EE | $8,510 | $5,731+48.5% | $5,053+68.4% | $6,688+27.2% |
| Admin fee / account holder | $9,407 | $13,326-29.4% | $9,451-0.5% | $13,397-29.8% |