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 | $132,142 | $50,464+161.9% | $75,781+74.4% | $52,331+152.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 1.91% | 1.03%+0.9pp | 9.68%-7.8pp | 4.54%-2.6pp |
| Employer contribution / active EE | $4,959 | $1,988+149.4% | $3,323+49.2% | $1,882+163.5% |
| Participant deferral / active EE | $8,089 | $2,570+214.7% | $3,651+121.5% | $3,022+167.7% |
| Admin fee / account holder | $11,999 | $1,103+987.9% | $5,299+126.4% | $592+1928.2% |