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 | $119,082 | $98,240+21.2% | $82,313+44.7% | $147,584-19.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.48% | 30.85%-12.4pp | 25.88%-7.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $13,632 | $3,192+327.1% | $2,428+461.4% | $4,876+179.6% |
| Participant deferral / active EE | $14,733 | $4,383+236.1% | $3,706+297.5% | $5,439+170.9% |
| Admin fee / account holder | $1,530 | $8,563-82.1% | $5,608-72.7% | $10,885-85.9% |