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 | $76,033 | $115,882-34.4% | $100,516-24.4% | $158,922-52.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.42% | 34.79%-22.4pp | 30.89%-18.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $6,667 | $4,103+62.5% | $3,418+95.1% | $4,761+40.0% |
| Participant deferral / active EE | $4,403 | $6,674-34.0% | $6,270-29.8% | $5,982-26.4% |
| Admin fee / account holder | $944 | $10,995-91.4% | $8,081-88.3% | $11,246-91.6% |