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 | $68,768 | $117,381-41.4% | $99,443-30.8% | $152,861-55.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 30.15% | 31.87%-1.7pp | 30.72%-0.6pp | 345.32%-315.2pp |
| Employer contribution / active EE | $2,911 | $3,013-3.4% | $2,540+14.6% | $4,762-38.9% |
| Participant deferral / active EE | $8,648 | $4,086+111.7% | $3,619+139.0% | $5,850+47.8% |
| Admin fee / account holder | $2,611 | $7,631-65.8% | $6,250-58.2% | $11,596-77.5% |