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 | $96,632 | $127,264-24.1% | $109,895-12.1% | $167,490-42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.09% | 22.97%-6.9pp | 29.45%-13.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,777 | $3,322-46.5% | $2,842-37.5% | $4,837-63.3% |
| Participant deferral / active EE | $4,088 | $4,514-9.4% | $4,048+1.0% | $6,341-35.5% |
| Admin fee / account holder | $726 | $7,114-89.8% | $6,066-88.0% | $12,309-94.1% |