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 | $145,120 | $115,882+25.2% | $100,516+44.4% | $158,922-8.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.89% | 34.79%-15.9pp | 30.89%-12.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,341 | $4,103-43.0% | $3,418-31.5% | $4,761-50.8% |
| Participant deferral / active EE | $17,326 | $6,674+159.6% | $6,270+176.3% | $5,982+189.6% |
| Admin fee / account holder | $4,608 | $10,995-58.1% | $8,081-43.0% | $11,246-59.0% |