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 3-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 | $123,446 | $210,408-41.3% | $153,485-19.6% | $145,922-15.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 13.37%-1.0pp | 15.65%-3.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,704 | $6,048+10.9% | $5,039+33.1% | $4,660+43.9% |
| Participant deferral / active EE | $28,750 | $7,975+260.5% | $6,757+325.5% | $6,688+329.9% |
| Admin fee / account holder | $532 | $19,419-97.3% | $12,724-95.8% | $13,397-96.0% |