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 4-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 | $128,969 | $127,264+1.3% | $109,895+17.4% | $167,490-23.0% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.2%+19.1pp | 82.1%+11.2pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,323 | $3,3220% | $2,842+16.9% | $4,837-31.3% |
| Participant deferral / active EE | $8,570 | $4,514+89.8% | $4,048+111.7% | $6,341+35.1% |
| Admin fee / account holder | $2,716 | $7,114-61.8% | $6,066-55.2% | $12,309-77.9% |