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 | $205,333 | $92,222+122.7% | $76,768+167.5% | $135,375+51.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.94% | 5.46%+2.5pp | 2.43%+5.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $19,665 | $3,216+511.5% | $2,485+691.3% | $4,779+311.5% |
| Participant deferral / active EE | $12,314 | $4,509+173.1% | $3,852+219.7% | $5,609+119.5% |
| Admin fee / account holder | $1,947 | $10,748-81.9% | $6,675-70.8% | $10,827-82.0% |