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 | $67,003 | $115,708-42.1% | $65,255+2.7% | $139,434-51.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.19%-17.7pp | 47.35%-33.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $12,833 | $2,599+393.7% | $1,691+658.8% | $4,751+170.1% |
| Participant deferral / active EE | $4,614 | $4,240+8.8% | $2,831+63.0% | $6,710-31.2% |
| Admin fee / account holder | $606 | $6,698-91.0% | $4,112-85.3% | $11,403-94.7% |