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 6-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 | $102,177 | $214,378-52.3% | $200,582-49.1% | $142,382-28.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.24% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,024 | $6,841-55.8% | $6,419-52.9% | $4,299-29.7% |
| Participant deferral / active EE | $34,740 | $9,865+252.2% | $9,331+272.3% | $6,507+433.9% |
| Admin fee / account holder | $1,328 | $17,692-92.5% | $16,305-91.9% | $12,624-89.5% |