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 | $117,356 | $165,335-29.0% | $149,696-21.6% | $158,922-26.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.43% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,138 | $5,103-58.1% | $4,644-54.0% | $4,761-55.1% |
| Participant deferral / active EE | $8,764 | $7,181+22.0% | $6,842+28.1% | $5,982+46.5% |
| Admin fee / account holder | $328 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |