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 | $99,256 | $78,926+25.8% | $136,749-27.4% | $84,808+17.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.28% | 18.17%-2.9pp | 24.33%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,620 | $2,134+257.0% | $3,400+124.1% | $2,631+189.6% |
| Participant deferral / active EE | $7,489 | $3,168+136.4% | $4,692+59.6% | $4,212+77.8% |
| Admin fee / account holder | $3,539 | $6,369-44.4% | $11,386-68.9% | $7,344-51.8% |