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 | $135,841 | $99,877+36.0% | $84,966+59.9% | $145,922-6.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.62% | 83.76%-68.1pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,949 | $3,231+22.2% | $2,727+44.8% | $4,660-15.3% |
| Participant deferral / active EE | $10,722 | $5,291+102.7% | $4,519+137.3% | $6,688+60.3% |
| Admin fee / account holder | $6,577 | $7,248-9.3% | $6,149+7.0% | $13,397-50.9% |