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 | $77,792 | $106,584-27.0% | $101,326-23.2% | $142,382-45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.33% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,452 | $3,956+37.8% | $3,665+48.7% | $4,299+26.8% |
| Participant deferral / active EE | $16,657 | $8,297+100.8% | $7,994+108.4% | $6,507+156.0% |
| Admin fee / account holder | $681 | $11,446-94.1% | $11,185-93.9% | $12,624-94.6% |