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 | $114,016 | $102,966+10.7% | $90,281+26.3% | $152,861-25.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.95% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,308 | $3,139+5.4% | $2,854+15.9% | $4,762-30.5% |
| Participant deferral / active EE | $8,875 | $4,281+107.3% | $3,885+128.4% | $5,850+51.7% |
| Admin fee / account holder | $339 | $6,171-94.5% | $5,351-93.7% | $11,596-97.1% |