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 4-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 | $122,484 | $64,839+88.9% | $95,585+28.1% | $84,808+44.4% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.4pp | 68.3%+28.1pp |
| Annual return | 16.44% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,041 | $1,759+16.0% | $2,527-19.2% | $2,631-22.4% |
| Participant deferral / active EE | $7,434 | $2,965+150.7% | $4,023+84.8% | $4,212+76.5% |
| Admin fee / account holder | $6,598 | $5,964+10.6% | $6,127+7.7% | $7,344-10.2% |