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 8-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 | $95,660 | $127,065-24.7% | $113,168-15.5% | $142,382-32.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.83% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,582 | $3,442-25.0% | $2,975-13.2% | $4,299-39.9% |
| Participant deferral / active EE | $8,832 | $5,716+54.5% | $5,107+72.9% | $6,507+35.7% |
| Admin fee / account holder | $3,921 | $15,736-75.1% | $12,068-67.5% | $12,624-68.9% |