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 6-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 | $74,232 | $104,974-29.3% | $95,585-22.3% | $142,382-47.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 19.69% | 210.33%-190.6pp | 38.56%-18.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,496 | $2,779-46.2% | $2,527-40.8% | $4,299-65.2% |
| Participant deferral / active EE | $6,100 | $4,352+40.2% | $4,023+51.6% | $6,507-6.3% |
| Admin fee / account holder | $396 | $6,386-93.8% | $6,127-93.5% | $12,624-96.9% |