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 | $88,223 | $127,065-30.6% | $113,168-22.0% | $142,382-38.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.33% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,629 | $3,442+5.4% | $2,975+22.0% | $4,299-15.6% |
| Participant deferral / active EE | $9,898 | $5,716+73.1% | $5,107+93.8% | $6,507+52.1% |
| Admin fee / account holder | $1,879 | $15,736-88.1% | $12,068-84.4% | $12,624-85.1% |