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 | $91,310 | $103,031-11.4% | $78,805+15.9% | $357,791-74.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 12.06% | -11.97%+24.0pp | -2.71%+14.8pp | 396.79%-384.7pp |
| Employer contribution / active EE | $7,661 | $6,909+10.9% | $4,059+88.8% | $7,508+2.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4,137 | $5,883-29.7% | $5,677-27.1% | $28,387-85.4% |