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 | $90,406 | $105,931-14.7% | $81,930+10.3% | $158,922-43.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 18.38% | 38.17%-19.8pp | 29.49%-11.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $5,017 | $7,800-35.7% | $4,310+16.4% | $4,761+5.4% |
| Participant deferral / active EE | $13,137 | $13,003+1.0% | $7,107+84.8% | $5,982+119.6% |
| Admin fee / account holder | $4,744 | $8,489-44.1% | $5,158-8.0% | $11,246-57.8% |