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 | $125,071 | $238,490-47.6% | $180,183-30.6% | $142,382-12.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.09% | 33.56%-17.5pp | 27.86%-11.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,630 | $6,143-24.6% | $5,039-8.1% | $4,299+7.7% |
| Participant deferral / active EE | $11,807 | $7,996+47.7% | $6,822+73.1% | $6,507+81.4% |
| Admin fee / account holder | $1,001 | $28,866-96.5% | $19,975-95.0% | $12,624-92.1% |