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 | $104,927 | $165,335-36.5% | $149,696-29.9% | $158,922-34.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.08% | 348.15%-339.1pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $5,617 | $5,103+10.1% | $4,644+21.0% | $4,761+18.0% |
| Participant deferral / active EE | $3,215 | $7,181-55.2% | $6,842-53.0% | $5,982-46.3% |
| Admin fee / account holder | $7,371 | $10,807-31.8% | $9,309-20.8% | $11,246-34.5% |