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 | $137,637 | $92,222+49.2% | $76,768+79.3% | $135,375+1.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.86% | 5.46%+2.4pp | 2.43%+5.4pp | 519.73%-511.9pp |
| Employer contribution / active EE | $20,869 | $3,216+548.9% | $2,485+739.7% | $4,779+336.7% |
| Participant deferral / active EE | $9,096 | $4,509+101.7% | $3,852+136.2% | $5,609+62.2% |
| Admin fee / account holder | $1,997 | $10,748-81.4% | $6,675-70.1% | $10,827-81.6% |