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 | $140,309 | $165,335-15.1% | $149,696-6.3% | $158,922-11.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.01% | 348.15%-338.1pp | 276.60%-266.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $12,220 | $5,103+139.5% | $4,644+163.1% | $4,761+156.7% |
| Participant deferral / active EE | $14,441 | $7,181+101.1% | $6,842+111.1% | $5,982+141.4% |
| Admin fee / account holder | $15,459 | $10,807+43.1% | $9,309+66.1% | $11,246+37.5% |