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 | $171,380 | $93,571+83.2% | $135,903+26.1% | $75,163+128.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.01% | 30.90%-2.9pp | 68.23%-40.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $7,415 | $3,537+109.7% | $4,856+52.7% | $2,670+177.7% |
| Participant deferral / active EE | $9,096 | $6,404+42.0% | $7,758+17.3% | $4,125+120.5% |
| Admin fee / account holder | $1,712 | $6,975-75.5% | $10,762-84.1% | $5,651-69.7% |