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 | $73,831 | $214,378-65.6% | $200,582-63.2% | $142,382-48.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.72% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,096 | $6,841-54.8% | $6,419-51.8% | $4,299-28.0% |
| Participant deferral / active EE | $6,211 | $9,865-37.0% | $9,331-33.4% | $6,507-4.6% |
| Admin fee / account holder | $1,866 | $17,692-89.5% | $16,305-88.6% | $12,624-85.2% |