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 | $103,054 | $103,376-0.3% | $87,100+18.3% | $152,861-32.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.69% | 28.10%-9.4pp | 28.19%-9.5pp | 345.32%-326.6pp |
| Employer contribution / active EE | $13,826 | $3,220+329.3% | $2,521+448.4% | $4,762+190.3% |
| Participant deferral / active EE | $7,938 | $4,778+66.2% | $4,049+96.1% | $5,850+35.7% |
| Admin fee / account holder | $6,770 | $12,205-44.5% | $7,497-9.7% | $11,596-41.6% |