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 | $104,477 | $183,519-43.1% | $155,509-32.8% | $145,922-28.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,532 | $5,313-33.5% | $4,672-24.4% | $4,660-24.2% |
| Participant deferral / active EE | $6,322 | $6,462-2.2% | $5,626+12.4% | $6,688-5.5% |
| Admin fee / account holder | $1,127 | $19,313-94.2% | $15,912-92.9% | $13,397-91.6% |