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 | $134,238 | $217,402-38.3% | $185,823-27.8% | $167,490-19.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.79% | 148.36%-130.6pp | 122.05%-104.3pp | 478.56%-460.8pp |
| Employer contribution / active EE | $4,895 | $5,873-16.7% | $5,167-5.3% | $4,837+1.2% |
| Participant deferral / active EE | $9,422 | $6,356+48.2% | $5,568+69.2% | $6,341+48.6% |
| Admin fee / account holder | $14,210 | $19,811-28.3% | $16,237-12.5% | $12,309+15.4% |