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 | $73,895 | $162,781-54.6% | $133,956-44.8% | $158,922-53.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.04% | 41.94%-28.9pp | 45.09%-32.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,366 | $4,975-52.4% | $3,919-39.6% | $4,761-50.3% |
| Participant deferral / active EE | $3,857 | $5,911-34.8% | $5,048-23.6% | $5,982-35.5% |
| Admin fee / account holder | $5,304 | $11,736-54.8% | $8,927-40.6% | $11,246-52.8% |