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 7-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 | $66,210 | $163,101-59.4% | $136,749-51.6% | $142,382-53.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.42% | 27.54%-15.1pp | 24.33%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $6,679 | $4,117+62.2% | $3,400+96.5% | $4,299+55.4% |
| Participant deferral / active EE | $4,573 | $5,585-18.1% | $4,692-2.5% | $6,507-29.7% |
| Admin fee / account holder | $952 | $14,318-93.3% | $11,386-91.6% | $12,624-92.5% |