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 | $101,632 | $52,279+94.4% | $89,391+13.7% | $79,858+27.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 29.87% | 22.16%+7.7pp | 245.62%-215.7pp | 31.71%-1.8pp |
| Employer contribution / active EE | $2,174 | $1,572+38.3% | $2,586-15.9% | $2,471-12.0% |
| Participant deferral / active EE | $2,004 | $2,740-26.9% | $3,890-48.5% | $3,740-46.4% |
| Admin fee / account holder | $873 | $3,356-74.0% | $4,881-82.1% | $5,306-83.5% |