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 | $107,196 | $72,012+48.9% | $185,823-42.3% | $79,858+34.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 23.35% | 23.12%+0.2pp | 35.95%-12.6pp | 31.71%-8.4pp |
| Employer contribution / active EE | $12,218 | $1,965+521.9% | $4,087+198.9% | $2,471+394.5% |
| Participant deferral / active EE | $12,494 | $3,779+230.6% | $5,632+121.8% | $3,740+234.1% |
| Admin fee / account holder | $1,414 | $4,513-68.7% | $9,500-85.1% | $5,306-73.3% |