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 8-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 | $94,238 | $68,547+37.5% | $120,354-21.7% | $80,856+16.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.45% | 23.60%-11.1pp | 107.15%-94.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $8,748 | $2,051+326.5% | $3,463+152.6% | $2,755+217.6% |
| Participant deferral / active EE | $12,578 | $3,173+296.3% | $4,991+152.0% | $4,296+192.8% |
| Admin fee / account holder | $795 | $5,732-86.1% | $9,423-91.6% | $6,918-88.5% |