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 | $112,469 | $185,822-39.5% | $169,993-33.8% | $139,434-19.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.75% | 60.50%-36.8pp | 53.37%-29.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $6,508 | $7,590-14.3% | $6,785-4.1% | $4,751+37.0% |
| Participant deferral / active EE | $10,067 | $11,622-13.4% | $10,408-3.3% | $6,710+50.0% |
| Admin fee / account holder | $766 | $15,381-95.0% | $12,815-94.0% | $11,403-93.3% |