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 | $58,080 | $228,332-74.6% | $185,823-68.7% | $158,922-63.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.55% | 40.80%-32.2pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $8,227 | $4,967+65.6% | $4,087+101.3% | $4,761+72.8% |
| Participant deferral / active EE | $10,931 | $6,415+70.4% | $5,632+94.1% | $5,982+82.7% |
| Admin fee / account holder | $6,177 | $11,864-47.9% | $9,500-35.0% | $11,246-45.1% |