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 | $110,489 | $97,744+13.0% | $103,476+6.8% | $145,922-24.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 25.41%-12.3pp | 23.90%-10.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,061 | $4,677-34.6% | $4,672-34.5% | $4,660-34.3% |
| Participant deferral / active EE | $5,559 | $6,603-15.8% | $6,623-16.1% | $6,688-16.9% |
| Admin fee / account holder | $3,164 | $12,515-74.7% | $9,413-66.4% | $13,397-76.4% |