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 | $148,886 | $91,037+63.5% | $71,671+107.7% | $147,584+0.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 19.52% | 20.48%-1.0pp | 20.65%-1.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $5,824 | $3,327+75.0% | $2,460+136.8% | $4,876+19.4% |
| Participant deferral / active EE | $10,075 | $4,498+124.0% | $3,438+193.1% | $5,439+85.2% |
| Admin fee / account holder | $3,102 | $8,613-64.0% | $5,558-44.2% | $10,885-71.5% |