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 | $111,550 | $77,314+44.3% | $177,989-37.3% | $80,856+38.0% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 16.08% | 18.09%-2.0pp | 294.48%-278.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,935 | $2,292+202.6% | $3,949+75.6% | $2,755+151.8% |
| Participant deferral / active EE | $3,761 | $4,411-14.7% | $6,276-40.1% | $4,296-12.4% |
| Admin fee / account holder | $6,894 | $7,191-4.1% | $10,363-33.5% | $6,918-0.3% |