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 | $104,963 | $93,571+12.2% | $135,903-22.8% | $75,163+39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.50% | 30.90%-3.4pp | 68.23%-40.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $15,041 | $3,537+325.3% | $4,856+209.7% | $2,670+463.4% |
| Participant deferral / active EE | $13,525 | $6,404+111.2% | $7,758+74.3% | $4,125+227.9% |
| Admin fee / account holder | $2,666 | $6,975-61.8% | $10,762-75.2% | $5,651-52.8% |