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 | $58,644 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-78.6% |
| Participation rate | 91.3% | 74.1%+17.2pp | 68.4%+22.9pp | 83.0%+8.3pp |
| Annual return | 8.23% | 2.55%+5.7pp | 5.24%+3.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,820 | $2,350+232.8% | $1,844+324.1% | $4,869+60.6% |
| Participant deferral / active EE | $4,347 | $2,962+46.8% | $2,591+67.8% | $5,287-17.8% |
| Admin fee / account holder | $778 | $3,725-79.1% | $2,903-73.2% | $10,132-92.3% |