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 | $115,129 | $106,515+8.1% | $96,683+19.1% | $139,434-17.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.06% | 38.43%-20.4pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,023 | $4,103-26.3% | $3,737-19.1% | $4,751-36.4% |
| Participant deferral / active EE | $10,381 | $5,454+90.3% | $4,878+112.8% | $6,710+54.7% |
| Admin fee / account holder | $1,049 | $7,877-86.7% | $6,730-84.4% | $11,403-90.8% |