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 | $158,104 | $98,750+60.1% | $149,696+5.6% | $79,858+98.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 16.04% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,857 | $3,216+19.9% | $4,644-16.9% | $2,471+56.1% |
| Participant deferral / active EE | $7,843 | $5,680+38.1% | $6,842+14.6% | $3,740+109.7% |
| Admin fee / account holder | $4,012 | $6,053-33.7% | $9,309-56.9% | $5,306-24.4% |