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 | $110,013 | $162,781-32.4% | $133,956-17.9% | $158,922-30.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.37% | 41.94%-22.6pp | 45.09%-25.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $10,508 | $4,975+111.2% | $3,919+168.1% | $4,761+120.7% |
| Participant deferral / active EE | $13,612 | $5,911+130.3% | $5,048+169.7% | $5,982+127.5% |
| Admin fee / account holder | $9,616 | $11,736-18.1% | $8,927+7.7% | $11,246-14.5% |