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 3-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 | $136,269 | $110,257+23.6% | $96,544+41.1% | $139,434-2.3% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,546 | $3,620-29.7% | $2,965-14.1% | $4,751-46.4% |
| Participant deferral / active EE | $5,110 | $5,548-7.9% | $4,851+5.3% | $6,710-23.8% |
| Admin fee / account holder | $1,960 | $11,591-83.1% | $8,252-76.3% | $11,403-82.8% |