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 6-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 | $124,314 | $117,841+5.5% | $102,423+21.4% | $145,922-14.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,808 | $3,615-22.3% | $3,023-7.1% | $4,660-39.7% |
| Participant deferral / active EE | $21,193 | $5,731+269.8% | $5,053+319.4% | $6,688+216.9% |
| Admin fee / account holder | $4,240 | $13,326-68.2% | $9,451-55.1% | $13,397-68.4% |