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 | $106,033 | $61,774+71.6% | $97,226+9.1% | $80,856+31.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 10.77% | -557.90%+568.7pp | 75.13%-64.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,055 | $1,837+66.4% | $2,729+12.0% | $2,755+10.9% |
| Participant deferral / active EE | $6,450 | $3,029+113.0% | $4,264+51.3% | $4,296+50.2% |
| Admin fee / account holder | $1,539 | $5,166-70.2% | $5,654-72.8% | $6,918-77.7% |