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 7-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 | $113,003 | $109,413+3.3% | $156,263-27.7% | $84,808+33.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 22.43% | 20.18%+2.2pp | 59.47%-37.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,805 | $2,907+65.3% | $4,333+10.9% | $2,631+82.6% |
| Participant deferral / active EE | $16,862 | $4,590+267.4% | $6,158+173.8% | $4,212+300.4% |
| Admin fee / account holder | $2,053 | $9,357-78.1% | $14,255-85.6% | $7,344-72.0% |