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 | $129,013 | $214,378-39.8% | $200,582-35.7% | $142,382-9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.24% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,687 | $6,841-46.1% | $6,419-42.6% | $4,299-14.2% |
| Participant deferral / active EE | $7,129 | $9,865-27.7% | $9,331-23.6% | $6,507+9.6% |
| Admin fee / account holder | $712 | $17,692-96.0% | $16,305-95.6% | $12,624-94.4% |