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 | $60,915 | $165,335-63.2% | $149,696-59.3% | $158,922-61.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.25% | 348.15%-323.9pp | 276.60%-252.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $7,579 | $5,103+48.5% | $4,644+63.2% | $4,761+59.2% |
| Participant deferral / active EE | $18,954 | $7,181+163.9% | $6,842+177.0% | $5,982+216.8% |
| Admin fee / account holder | $8,909 | $10,807-17.6% | $9,309-4.3% | $11,246-20.8% |