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 8-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 | $177,887 | $78,926+125.4% | $136,749+30.1% | $84,808+109.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.13% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $13,870 | $2,134+549.9% | $3,400+308.0% | $2,631+427.2% |
| Participant deferral / active EE | $14,142 | $3,168+346.3% | $4,692+201.4% | $4,212+235.8% |
| Admin fee / account holder | $7,557 | $6,369+18.7% | $11,386-33.6% | $7,344+2.9% |