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 | $134,926 | $192,717-30.0% | $142,449-5.3% | $139,434-3.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.62% | 17.99%-6.4pp | 19.99%-8.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,829 | $5,806-68.5% | $4,847-62.3% | $4,751-61.5% |
| Participant deferral / active EE | $9,071 | $7,208+25.8% | $6,283+44.4% | $6,710+35.2% |
| Admin fee / account holder | $11,063 | $15,124-26.9% | $10,011+10.5% | $11,403-3.0% |