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 | $84,103 | $115,882-27.4% | $100,516-16.3% | $158,922-47.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.66% | 34.79%-24.1pp | 30.89%-20.2pp | 302.83%-292.2pp |
| Employer contribution / active EE | $4,687 | $4,103+14.2% | $3,418+37.2% | $4,761-1.6% |
| Participant deferral / active EE | $4,041 | $6,674-39.5% | $6,270-35.5% | $5,982-32.4% |
| Admin fee / account holder | $1,586 | $10,995-85.6% | $8,081-80.4% | $11,246-85.9% |