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 7-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 | $135,440 | $127,777+6.0% | $106,548+27.1% | $167,490-19.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.49% | 33.87%-17.4pp | 26.80%-10.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,352 | $3,427-2.2% | $2,819+18.9% | $4,837-30.7% |
| Participant deferral / active EE | $8,000 | $5,087+57.3% | $4,398+81.9% | $6,341+26.2% |
| Admin fee / account holder | $14,051 | $11,228+25.1% | $7,407+89.7% | $12,309+14.2% |