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 | $106,299 | $154,117-31.0% | $129,995-18.2% | $139,434-23.8% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.5%+7.9pp | 80.3%+6.0pp |
| Annual return | 12.41% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,637 | $5,289-50.2% | $4,320-39.0% | $4,751-44.5% |
| Participant deferral / active EE | $6,026 | $6,710-10.2% | $5,820+3.5% | $6,710-10.2% |
| Admin fee / account holder | $28,208 | $14,007+101.4% | $10,614+165.8% | $11,403+147.4% |