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 | $112,811 | $157,256-28.3% | $141,162-20.1% | $152,861-26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.99% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $4,450 | $5,261-15.4% | $4,735-6.0% | $4,762-6.6% |
| Participant deferral / active EE | $5,779 | $7,109-18.7% | $6,709-13.9% | $5,850-1.2% |
| Admin fee / account holder | $13,435 | $12,120+10.8% | $10,261+30.9% | $11,596+15.9% |