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 | $136,056 | $142,405-4.5% | $115,157+18.1% | $152,861-11.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.58% | 41.48%-17.9pp | 35.60%-12.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,286 | $4,010+6.9% | $3,179+34.8% | $4,762-10.0% |
| Participant deferral / active EE | $10,714 | $5,164+107.5% | $4,168+157.0% | $5,850+83.1% |
| Admin fee / account holder | $1,073 | $8,462-87.3% | $7,088-84.9% | $11,596-90.8% |