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 | $107,334 | $123,793-13.3% | $177,821-39.6% | $79,858+34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.23% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $4,098 | $4,095+0.1% | $5,918-30.8% | $2,471+65.9% |
| Participant deferral / active EE | $9,404 | $5,956+57.9% | $7,714+21.9% | $3,740+151.4% |
| Admin fee / account holder | $1,696 | $7,243-76.6% | $12,427-86.4% | $5,306-68.0% |