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 | $110,329 | $111,754-1.3% | $103,333+6.8% | $145,922-24.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.19% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,603 | $4,212-38.2% | $3,868-32.7% | $4,660-44.1% |
| Participant deferral / active EE | $7,996 | $5,619+42.3% | $5,057+58.1% | $6,688+19.6% |
| Admin fee / account holder | $1,438 | $9,750-85.3% | $8,355-82.8% | $13,397-89.3% |