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 | $107,184 | $168,632-36.4% | $147,614-27.4% | $125,391-14.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.61% | 77.65%-72.0pp | 61.98%-56.4pp | 282.22%-276.6pp |
| Employer contribution / active EE | $8,178 | $6,252+30.8% | $5,564+47.0% | $4,866+68.1% |
| Participant deferral / active EE | $7,974 | $5,507+44.8% | $4,895+62.9% | $5,352+49.0% |
| Admin fee / account holder | $2,074 | $13,580-84.7% | $11,611-82.1% | $9,540-78.3% |