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 | $195,982 | $498,888-60.7% | $192,497+1.8% | $498,888-60.7% |
| Participation rate | 100.0% | 90.2%+9.8pp | 85.7%+14.3pp | 90.2%+9.8pp |
| Annual return | 9.78% | 8.46%+1.3pp | 9.19%+0.6pp | 8.46%+1.3pp |
| Employer contribution / active EE | $7,761 | $28,233-72.5% | $7,7610% | $28,233-72.5% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $5,232-100.0% | $11,296-100.0% |
| Admin fee / account holder | $11,641 | $67,015-82.6% | $9,907+17.5% | $67,015-82.6% |