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 | $80,278 | $176,812-54.6% | $146,665-45.3% | $167,490-52.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.54% | 24.03%-14.5pp | 22.74%-13.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $7,971 | $5,160+54.5% | $4,136+92.7% | $4,837+64.8% |
| Participant deferral / active EE | $12,570 | $6,440+95.2% | $5,506+128.3% | $6,341+98.2% |
| Admin fee / account holder | $541 | $13,259-95.9% | $10,280-94.7% | $12,309-95.6% |