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 | $172,439 | $48,076+258.7% | $78,689+119.1% | $62,891+174.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.07% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $9,183 | $2,015+355.8% | $2,851+222.1% | $2,281+302.6% |
| Participant deferral / active EE | $10,279 | $2,588+297.2% | $3,517+192.3% | $3,203+220.9% |
| Admin fee / account holder | $515 | $3,207-83.9% | $4,510-88.6% | $4,296-88.0% |