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 | $120,319 | $101,724+18.3% | $164,813-27.0% | $80,856+48.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.87% | 16.72%-3.8pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,382 | $2,953+48.4% | $4,341+0.9% | $2,755+59.1% |
| Participant deferral / active EE | $7,627 | $4,477+70.4% | $6,031+26.5% | $4,296+77.6% |
| Admin fee / account holder | $1,181 | $8,227-85.7% | $12,690-90.7% | $6,918-82.9% |