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 | $128,959 | $99,341+29.8% | $84,750+52.2% | $273,961-52.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | 22.93%-14.0pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $17,973 | $4,214+326.5% | $3,574+402.8% | $4,869+269.1% |
| Participant deferral / active EE | $12,000 | $4,269+181.1% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $389 | $6,644-94.2% | $5,332-92.7% | $10,132-96.2% |