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 | $105,906 | $114,381-7.4% | $107,525-1.5% | $142,382-25.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,168 | $4,015-46.0% | $3,754-42.2% | $4,299-49.6% |
| Participant deferral / active EE | $7,412 | $5,564+33.2% | $5,116+44.9% | $6,507+13.9% |
| Admin fee / account holder | $3,671 | $9,860-62.8% | $8,919-58.8% | $12,624-70.9% |