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 | $138,956 | $214,378-35.2% | $200,582-30.7% | $142,382-2.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.28% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $8,101 | $6,841+18.4% | $6,419+26.2% | $4,299+88.4% |
| Participant deferral / active EE | $13,569 | $9,865+37.5% | $9,331+45.4% | $6,507+108.5% |
| Admin fee / account holder | $16,865 | $17,692-4.7% | $16,305+3.4% | $12,624+33.6% |