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 | $81,082 | $89,698-9.6% | $103,476-21.6% | $80,856+0.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 17.68% | 22.78%-5.1pp | 23.90%-6.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $8,002 | $4,018+99.1% | $4,672+71.3% | $2,755+190.5% |
| Participant deferral / active EE | $10,100 | $5,456+85.1% | $6,623+52.5% | $4,296+135.1% |
| Admin fee / account holder | $3,421 | $6,768-49.5% | $9,413-63.7% | $6,918-50.5% |