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 | $117,737 | $43,327+171.7% | $59,878+96.6% | $64,186+83.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.64% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $6,875 | $2,028+238.9% | $2,722+152.6% | $2,381+188.8% |
| Participant deferral / active EE | $7,778 | $2,546+205.5% | $3,402+128.6% | $3,470+124.2% |
| Admin fee / account holder | $11,622 | $3,005+286.7% | $3,590+223.7% | $4,888+137.8% |