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 | $111,764 | $138,562-19.3% | $246,525-54.7% | $116,875-4.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 28.68% | 16.14%+12.5pp | 0.46%+28.2pp | 16.29%+12.4pp |
| Employer contribution / active EE | $5,235 | $4,835+8.3% | $7,467-29.9% | $3,288+59.2% |
| Participant deferral / active EE | $7,918 | $4,207+88.2% | $5,422+46.0% | $3,885+103.8% |
| Admin fee / account holder | $2,871 | $18,110-84.1% | $16,551-82.7% | $12,263-76.6% |