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 | $92,329 | $101,724-9.2% | $164,813-44.0% | $80,856+14.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.77% | 16.72%-1.9pp | 69.93%-55.2pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,548 | $2,953+155.5% | $4,341+73.9% | $2,755+174.0% |
| Participant deferral / active EE | $7,576 | $4,477+69.2% | $6,031+25.6% | $4,296+76.4% |
| Admin fee / account holder | $6,056 | $8,227-26.4% | $12,690-52.3% | $6,918-12.5% |