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 | $126,293 | $127,777-1.2% | $106,548+18.5% | $167,490-24.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.37% | 33.87%-24.5pp | 26.80%-17.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $4,726 | $3,427+37.9% | $2,819+67.7% | $4,837-2.3% |
| Participant deferral / active EE | $3,503 | $5,087-31.1% | $4,398-20.4% | $6,341-44.8% |
| Admin fee / account holder | $12,124 | $11,228+8.0% | $7,407+63.7% | $12,309-1.5% |