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 | $58,617 | $162,781-64.0% | $133,956-56.2% | $158,922-63.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.15% | 41.94%-35.8pp | 45.09%-38.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $6,425 | $4,975+29.1% | $3,919+64.0% | $4,761+34.9% |
| Participant deferral / active EE | $9,679 | $5,911+63.7% | $5,048+91.7% | $5,982+61.8% |
| Admin fee / account holder | $715 | $11,736-93.9% | $8,927-92.0% | $11,246-93.6% |