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 | $142,931 | $90,503+57.9% | $78,689+81.6% | $273,961-47.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.52% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $7,685 | $3,176+142.0% | $2,851+169.6% | $4,869+57.8% |
| Participant deferral / active EE | $12,682 | $3,901+225.1% | $3,517+260.6% | $5,287+139.9% |
| Admin fee / account holder | $16,247 | $5,263+208.7% | $4,510+260.2% | $10,132+60.4% |