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 9-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 | $127,501 | $115,882+10.0% | $100,516+26.8% | $158,922-19.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.07% | 34.79%-21.7pp | 30.89%-17.8pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,202 | $4,103+2.4% | $3,418+22.9% | $4,761-11.8% |
| Participant deferral / active EE | $11,895 | $6,674+78.2% | $6,270+89.7% | $5,982+98.8% |
| Admin fee / account holder | $11,693 | $10,995+6.3% | $8,081+44.7% | $11,246+4.0% |