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 | $105,287 | $165,335-36.3% | $149,696-29.7% | $158,922-33.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.11% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,637 | $5,103+30.1% | $4,644+42.9% | $4,761+39.4% |
| Participant deferral / active EE | $22,896 | $7,181+218.8% | $6,842+234.7% | $5,982+282.7% |
| Admin fee / account holder | $15,538 | $10,807+43.8% | $9,309+66.9% | $11,246+38.2% |