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 | $89,832 | $214,378-58.1% | $200,582-55.2% | $142,382-36.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.89% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,939 | $6,841+16.0% | $6,419+23.7% | $4,299+84.7% |
| Participant deferral / active EE | $5,606 | $9,865-43.2% | $9,331-39.9% | $6,507-13.8% |
| Admin fee / account holder | $905 | $17,692-94.9% | $16,305-94.4% | $12,624-92.8% |