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 | $101,133 | $185,822-45.6% | $169,993-40.5% | $139,434-27.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 60.79% | 60.50%+0.3pp | 53.37%+7.4pp | 372.94%-312.2pp |
| Employer contribution / active EE | $5,897 | $7,590-22.3% | $6,785-13.1% | $4,751+24.1% |
| Participant deferral / active EE | $9,935 | $11,622-14.5% | $10,408-4.5% | $6,710+48.1% |
| Admin fee / account holder | $2,652 | $15,381-82.8% | $12,815-79.3% | $11,403-76.7% |