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 | $144,819 | $101,069+43.3% | $81,478+77.7% | $147,584-1.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 18.89% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $9,019 | $3,205+181.4% | $2,568+251.3% | $4,876+85.0% |
| Participant deferral / active EE | $7,085 | $4,242+67.0% | $3,537+100.3% | $5,439+30.3% |
| Admin fee / account holder | $616 | $5,812-89.4% | $4,561-86.5% | $10,885-94.3% |