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 | $81,853 | $165,335-50.5% | $149,696-45.3% | $158,922-48.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.78% | 348.15%-323.4pp | 276.60%-251.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,842 | $5,103-63.9% | $4,644-60.3% | $4,761-61.3% |
| Participant deferral / active EE | $7,171 | $7,181-0.1% | $6,842+4.8% | $5,982+19.9% |
| Admin fee / account holder | $867 | $10,807-92.0% | $9,309-90.7% | $11,246-92.3% |