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 10-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 | $133,165 | $89,753+48.4% | $107,525+23.8% | $84,808+57.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.91% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,739 | $3,113+148.6% | $3,754+106.2% | $2,631+194.2% |
| Participant deferral / active EE | $5,710 | $4,056+40.8% | $5,116+11.6% | $4,212+35.6% |
| Admin fee / account holder | $671 | $7,222-90.7% | $8,919-92.5% | $7,344-90.9% |