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 | $114,892 | $117,983-2.6% | $101,794+12.9% | $142,382-19.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.31% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $7,773 | $2,773+180.3% | $2,289+239.6% | $4,299+80.8% |
| Participant deferral / active EE | $4,339 | $4,714-7.9% | $4,084+6.3% | $6,507-33.3% |
| Admin fee / account holder | $1,620 | $10,433-84.5% | $8,777-81.5% | $12,624-87.2% |