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 | $142,232 | $95,803+48.5% | $113,168+25.7% | $84,808+67.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 29.90% | 25.00%+4.9pp | 24.27%+5.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $3,445 | $2,360+46.0% | $2,975+15.8% | $2,631+30.9% |
| Participant deferral / active EE | $8,629 | $4,242+103.4% | $5,107+69.0% | $4,212+104.9% |
| Admin fee / account holder | $1,372 | $8,989-84.7% | $12,068-88.6% | $7,344-81.3% |