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 | $100,864 | $101,069-0.2% | $81,478+23.8% | $147,584-31.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.72% | 32.40%-6.7pp | 38.78%-13.1pp | 578.55%-552.8pp |
| Employer contribution / active EE | $3,279 | $3,205+2.3% | $2,568+27.7% | $4,876-32.8% |
| Participant deferral / active EE | $7,427 | $4,242+75.1% | $3,537+110.0% | $5,439+36.6% |
| Admin fee / account holder | $1,310 | $5,812-77.5% | $4,561-71.3% | $10,885-88.0% |