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 | $108,586 | $142,405-23.7% | $115,157-5.7% | $152,861-29.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 34.02% | 41.48%-7.5pp | 35.60%-1.6pp | 345.32%-311.3pp |
| Employer contribution / active EE | $1,557 | $4,010-61.2% | $3,179-51.0% | $4,762-67.3% |
| Participant deferral / active EE | $11,000 | $5,164+113.0% | $4,168+163.9% | $5,850+88.0% |
| Admin fee / account holder | $2,150 | $8,462-74.6% | $7,088-69.7% | $11,596-81.5% |