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 | $125,975 | $77,419+62.7% | $69,455+81.4% | $152,861-17.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.49% | 39.06%-15.6pp | 28.97%-5.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,193 | $3,315+26.5% | $2,779+50.9% | $4,762-12.0% |
| Participant deferral / active EE | $7,583 | $4,414+71.8% | $3,535+114.5% | $5,850+29.6% |
| Admin fee / account holder | $313 | $6,207-95.0% | $3,839-91.9% | $11,596-97.3% |