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 | $136,284 | $74,927+81.9% | $101,794+33.9% | $84,808+60.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.55% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,369 | $1,522+252.8% | $2,289+134.6% | $2,631+104.1% |
| Participant deferral / active EE | $3,096 | $3,099-0.1% | $4,084-24.2% | $4,212-26.5% |
| Admin fee / account holder | $422 | $6,514-93.5% | $8,777-95.2% | $7,344-94.3% |