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 | $119,870 | $177,572-32.5% | $154,803-22.6% | $142,382-15.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.72% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,518 | $4,810-6.1% | $4,305+4.9% | $4,299+5.1% |
| Participant deferral / active EE | $9,168 | $6,272+46.2% | $5,540+65.5% | $6,507+40.9% |
| Admin fee / account holder | $1,506 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |