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 10-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 | $94,153 | $149,734-37.1% | $118,925-20.8% | $158,922-40.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.68% | 19.95%-4.3pp | 35.88%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $5,088 | $4,115+23.6% | $3,263+56.0% | $4,761+6.9% |
| Participant deferral / active EE | $9,987 | $5,223+91.2% | $4,265+134.2% | $5,982+67.0% |
| Admin fee / account holder | $4,501 | $8,603-47.7% | $6,581-31.6% | $11,246-60.0% |