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 5-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 | $77,245 | $117,983-34.5% | $101,794-24.1% | $142,382-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.63% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,649 | $2,773+211.9% | $2,289+277.9% | $4,299+101.2% |
| Participant deferral / active EE | $9,636 | $4,714+104.4% | $4,084+135.9% | $6,507+48.1% |
| Admin fee / account holder | $1,359 | $10,433-87.0% | $8,777-84.5% | $12,624-89.2% |