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 | $103,252 | $116,175-11.1% | $93,606+10.3% | $152,861-32.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.10% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,078 | $3,218+26.7% | $2,718+50.0% | $4,762-14.4% |
| Participant deferral / active EE | $2,345 | $4,603-49.1% | $4,069-42.4% | $5,850-59.9% |
| Admin fee / account holder | $12,765 | $10,748+18.8% | $7,888+61.8% | $11,596+10.1% |