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 | $106,194 | $162,781-34.8% | $133,956-20.7% | $158,922-33.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.01% | 41.94%-19.9pp | 45.09%-23.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $6,024 | $4,975+21.1% | $3,919+53.7% | $4,761+26.5% |
| Participant deferral / active EE | $8,935 | $5,911+51.2% | $5,048+77.0% | $5,982+49.4% |
| Admin fee / account holder | $2,411 | $11,736-79.5% | $8,927-73.0% | $11,246-78.6% |