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 | $75,104 | $116,175-35.4% | $93,606-19.8% | $152,861-50.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.14% | 35.96%-13.8pp | 32.76%-10.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,950 | $3,218-8.3% | $2,718+8.5% | $4,762-38.1% |
| Participant deferral / active EE | $6,361 | $4,603+38.2% | $4,069+56.3% | $5,850+8.7% |
| Admin fee / account holder | $5,417 | $10,748-49.6% | $7,888-31.3% | $11,596-53.3% |