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 | $119,156 | $162,781-26.8% | $133,956-11.0% | $158,922-25.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.25% | 41.94%-23.7pp | 45.09%-26.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,807 | $4,975-43.6% | $3,919-28.4% | $4,761-41.0% |
| Participant deferral / active EE | $8,344 | $5,911+41.2% | $5,048+65.3% | $5,982+39.5% |
| Admin fee / account holder | $4,632 | $11,736-60.5% | $8,927-48.1% | $11,246-58.8% |