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 | $129,640 | $52,884+145.1% | $84,750+53.0% | $55,167+135.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.76% | 18.03%-12.3pp | 22.78%-17.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,731 | $2,233+22.3% | $3,574-23.6% | $1,963+39.2% |
| Participant deferral / active EE | $8,221 | $2,644+211.0% | $3,712+121.5% | $3,054+169.2% |
| Admin fee / account holder | $4,656 | $581+701.8% | $5,332-12.7% | $504+824.0% |