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 | $104,276 | $179,726-42.0% | $156,263-33.3% | $142,382-26.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.41% | 77.86%-62.4pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,147 | $5,069-57.7% | $4,333-50.5% | $4,299-50.1% |
| Participant deferral / active EE | $8,742 | $6,956+25.7% | $6,158+42.0% | $6,507+34.3% |
| Admin fee / account holder | $1,044 | $17,272-94.0% | $14,255-92.7% | $12,624-91.7% |