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 | $96,080 | $162,781-41.0% | $133,956-28.3% | $158,922-39.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.11% | 41.94%-26.8pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $5,740 | $4,975+15.4% | $3,919+46.5% | $4,761+20.6% |
| Participant deferral / active EE | $16,163 | $5,911+173.4% | $5,048+220.2% | $5,982+170.2% |
| Admin fee / account holder | $325 | $11,736-97.2% | $8,927-96.4% | $11,246-97.1% |