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 | $107,163 | $159,602-32.9% | $150,045-28.6% | $142,382-24.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.92% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $15,748 | $4,961+217.5% | $4,693+235.5% | $4,299+266.3% |
| Participant deferral / active EE | $6,042 | $8,310-27.3% | $7,997-24.4% | $6,507-7.1% |
| Admin fee / account holder | $2,969 | $14,846-80.0% | $13,435-77.9% | $12,624-76.5% |