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 | $77,598 | $228,332-66.0% | $185,823-58.2% | $158,922-51.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.36% | 40.80%-15.4pp | 35.95%-10.6pp | 302.83%-277.5pp |
| Employer contribution / active EE | $5,584 | $4,967+12.4% | $4,087+36.6% | $4,761+17.3% |
| Participant deferral / active EE | $10,613 | $6,415+65.4% | $5,632+88.4% | $5,982+77.4% |
| Admin fee / account holder | $930 | $11,864-92.2% | $9,500-90.2% | $11,246-91.7% |