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 | $97,087 | $154,117-37.0% | $129,995-25.3% | $139,434-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.92% | 32.48%-15.6pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,636 | $5,289+6.6% | $4,320+30.5% | $4,751+18.6% |
| Participant deferral / active EE | $5,503 | $6,710-18.0% | $5,820-5.5% | $6,710-18.0% |
| Admin fee / account holder | $3,233 | $14,007-76.9% | $10,614-69.5% | $11,403-71.6% |