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 | $145,392 | $185,822-21.8% | $169,993-14.5% | $139,434+4.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.91% | 60.50%-34.6pp | 53.37%-27.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $7,639 | $7,590+0.6% | $6,785+12.6% | $4,751+60.8% |
| Participant deferral / active EE | $11,043 | $11,622-5.0% | $10,408+6.1% | $6,710+64.6% |
| Admin fee / account holder | $894 | $15,381-94.2% | $12,815-93.0% | $11,403-92.2% |