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 | $80,555 | $140,588-42.7% | $123,104-34.6% | $125,391-35.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.31% | 16.80%-12.5pp | 13.22%-8.9pp | 282.22%-277.9pp |
| Employer contribution / active EE | $1,442 | $6,041-76.1% | $5,151-72.0% | $4,866-70.4% |
| Participant deferral / active EE | $6,875 | $6,980-1.5% | $6,230+10.4% | $5,352+28.5% |
| Admin fee / account holder | $3,314 | $11,198-70.4% | $9,015-63.2% | $9,540-65.3% |