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 | $136,764 | $64,839+110.9% | $95,585+43.1% | $84,808+61.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.99% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,738 | $1,759-1.2% | $2,527-31.2% | $2,631-34.0% |
| Participant deferral / active EE | $6,833 | $2,965+130.5% | $4,023+69.9% | $4,212+62.2% |
| Admin fee / account holder | $1,411 | $5,964-76.3% | $6,127-77.0% | $7,344-80.8% |