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 7-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 | $113,317 | $154,117-26.5% | $129,995-12.8% | $139,434-18.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 12.83% | 32.48%-19.6pp | -137.18%+150.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,182 | $5,289-2.0% | $4,320+20.0% | $4,751+9.1% |
| Participant deferral / active EE | $17,666 | $6,710+163.3% | $5,820+203.5% | $6,710+163.3% |
| Admin fee / account holder | $23,839 | $14,007+70.2% | $10,614+124.6% | $11,403+109.1% |