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 7-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 | $121,683 | $94,338+29.0% | $100,534+21.0% | $142,382-14.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.96% | 29.20%-9.2pp | 32.66%-12.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,632 | $4,237-37.9% | $4,346-39.5% | $4,299-38.8% |
| Participant deferral / active EE | $7,975 | $5,934+34.4% | $6,144+29.8% | $6,507+22.5% |
| Admin fee / account holder | $507 | $8,421-94.0% | $7,654-93.4% | $12,624-96.0% |