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 | $89,279 | $118,849-24.9% | $96,562-7.5% | $167,490-46.7% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 10.34% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,447 | $3,120-53.6% | $2,356-38.6% | $4,837-70.1% |
| Participant deferral / active EE | $9,542 | $4,616+106.7% | $3,849+147.9% | $6,341+50.5% |
| Admin fee / account holder | $1,318 | $8,065-83.7% | $6,181-78.7% | $12,309-89.3% |