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 9-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 | $81,960 | $69,207+18.4% | $64,056+28.0% | $139,434-41.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.97% | 45.88%-22.9pp | 33.69%-10.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,913 | $3,182+23.0% | $2,747+42.5% | $4,751-17.6% |
| Participant deferral / active EE | $15,327 | $4,682+227.4% | $3,880+295.0% | $6,710+128.4% |
| Admin fee / account holder | $1,173 | $4,244-72.4% | $3,068-61.8% | $11,403-89.7% |