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 | $97,704 | $154,117-36.6% | $129,995-24.8% | $139,434-29.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.67% | 32.48%-19.8pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $13,093 | $5,289+147.6% | $4,320+203.1% | $4,751+175.6% |
| Participant deferral / active EE | $2,412 | $6,710-64.1% | $5,820-58.6% | $6,710-64.1% |
| Admin fee / account holder | $1,696 | $14,007-87.9% | $10,614-84.0% | $11,403-85.1% |