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 | $86,145 | $159,602-46.0% | $150,045-42.6% | $142,382-39.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.99% | 70.24%-55.2pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,546 | $4,961-68.8% | $4,693-67.1% | $4,299-64.0% |
| Participant deferral / active EE | $3,137 | $8,310-62.2% | $7,997-60.8% | $6,507-51.8% |
| Admin fee / account holder | $1,002 | $14,846-93.3% | $13,435-92.5% | $12,624-92.1% |