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 9-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 | $112,775 | $103,376+9.1% | $87,100+29.5% | $152,861-26.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 33.71% | 28.10%+5.6pp | 28.19%+5.5pp | 345.32%-311.6pp |
| Employer contribution / active EE | $4,929 | $3,220+53.0% | $2,521+95.5% | $4,762+3.5% |
| Participant deferral / active EE | $10,774 | $4,778+125.5% | $4,049+166.1% | $5,850+84.2% |
| Admin fee / account holder | $437 | $12,205-96.4% | $7,497-94.2% | $11,596-96.2% |