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 | $32,906 | $93,571-64.8% | $135,903-75.8% | $75,163-56.2% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.5pp | 67.2%+22.2pp |
| Annual return | 35.41% | 30.90%+4.5pp | 68.23%-32.8pp | 160.62%-125.2pp |
| Employer contribution / active EE | $9,896 | $3,537+179.8% | $4,856+103.8% | $2,670+270.7% |
| Participant deferral / active EE | $9,903 | $6,404+54.6% | $7,758+27.7% | $4,125+140.1% |
| Admin fee / account holder | $4,202 | $6,975-39.8% | $10,762-61.0% | $5,651-25.6% |