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 | $164,287 | $80,968+102.9% | $96,544+70.2% | $75,163+118.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.71% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $6,149 | $2,282+169.5% | $2,965+107.4% | $2,670+130.3% |
| Participant deferral / active EE | $6,232 | $3,928+58.6% | $4,851+28.5% | $4,125+51.1% |
| Admin fee / account holder | $14,023 | $6,724+108.5% | $8,252+69.9% | $5,651+148.2% |