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 | $93,898 | $142,405-34.1% | $115,157-18.5% | $152,861-38.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.09% | 41.48%-18.4pp | 35.60%-12.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,260 | $4,010-43.6% | $3,179-28.9% | $4,762-52.5% |
| Participant deferral / active EE | $6,783 | $5,164+31.3% | $4,168+62.7% | $5,850+15.9% |
| Admin fee / account holder | $1,213 | $8,462-85.7% | $7,088-82.9% | $11,596-89.5% |