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 6-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 | $107,420 | $61,774+73.9% | $97,226+10.5% | $80,856+32.9% |
| Participation rate | 79.5% | 63.5%+16.0pp | 72.7%+6.8pp | 67.6%+11.8pp |
| Annual return | 14.52% | -557.90%+572.4pp | 75.13%-60.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,115 | $3,029+68.9% | $4,264+20.0% | $4,296+19.1% |
| Admin fee / account holder | $4,177 | $5,166-19.2% | $5,654-26.1% | $6,918-39.6% |