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 7-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 | $80,102 | $159,602-49.8% | $150,045-46.6% | $142,382-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.55% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,815 | $4,961-43.3% | $4,693-40.0% | $4,299-34.5% |
| Participant deferral / active EE | $16,548 | $8,310+99.1% | $7,997+106.9% | $6,507+154.3% |
| Admin fee / account holder | $538 | $14,846-96.4% | $13,435-96.0% | $12,624-95.7% |