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 | $114,501 | $71,050+61.2% | $93,606+22.3% | $80,856+41.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 20.87% | 11.26%+9.6pp | 133.20%-112.3pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,715 | $1,564+9.7% | $2,420-29.1% | $2,755-37.8% |
| Participant deferral / active EE | $3,726 | $4,034-7.6% | $4,411-15.5% | $4,296-13.3% |
| Admin fee / account holder | $625 | $6,945-91.0% | $8,285-92.5% | $6,918-91.0% |