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 | $140,439 | $165,335-15.1% | $149,696-6.2% | $158,922-11.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.48% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,838 | $5,103-24.8% | $4,644-17.4% | $4,761-19.4% |
| Participant deferral / active EE | $11,125 | $7,181+54.9% | $6,842+62.6% | $5,982+86.0% |
| Admin fee / account holder | $14,276 | $10,807+32.1% | $9,309+53.4% | $11,246+26.9% |