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 | $76,668 | $71,809+6.8% | $61,048+25.6% | $152,861-49.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 29.74%-29.7pp | 26.18%-26.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,943 | $4,545-35.2% | $3,716-20.8% | $4,762-38.2% |
| Participant deferral / active EE | $8,117 | $5,467+48.5% | $4,470+81.6% | $5,850+38.8% |
| Admin fee / account holder | $399 | $4,750-91.6% | $3,728-89.3% | $11,596-96.6% |