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 | $132,060 | $70,428+87.5% | $96,562+36.8% | $85,850+53.8% |
| Participation rate | 85.2% | 61.8%+23.4pp | 69.8%+15.4pp | 69.3%+15.9pp |
| Annual return | 15.55% | 18.59%-3.0pp | 37.78%-22.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $7,937 | $1,413+461.7% | $2,356+236.8% | $2,565+209.4% |
| Participant deferral / active EE | $5,125 | $2,894+77.1% | $3,849+33.2% | $3,952+29.7% |
| Admin fee / account holder | $549 | $4,997-89.0% | $6,181-91.1% | $6,260-91.2% |