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 | $108,883 | $98,750+10.3% | $149,696-27.3% | $79,858+36.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.61% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,833 | $3,216-11.9% | $4,644-39.0% | $2,471+14.7% |
| Participant deferral / active EE | $4,062 | $5,680-28.5% | $6,842-40.6% | $3,740+8.6% |
| Admin fee / account holder | $10,980 | $6,053+81.4% | $9,309+18.0% | $5,306+106.9% |