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 | $111,347 | $99,877+11.5% | $84,966+31.0% | $145,922-23.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 83.76%-71.9pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,676 | $3,231-17.2% | $2,727-1.9% | $4,660-42.6% |
| Participant deferral / active EE | $15,959 | $5,291+201.6% | $4,519+253.1% | $6,688+138.6% |
| Admin fee / account holder | $548 | $7,248-92.4% | $6,149-91.1% | $13,397-95.9% |