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 8-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 | $74,448 | $45,863+62.3% | $77,024-3.3% | $68,494+8.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 7.92% | 1.72%+6.2pp | 42.32%-34.4pp | -7.84%+15.8pp |
| Employer contribution / active EE | $12,427 | $1,650+653.3% | $2,812+341.9% | $2,596+378.6% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,560 | $3,041+148.6% | $5,425+39.4% | $5,403+39.9% |