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 | $137,237 | $89,355+53.6% | $141,162-2.8% | $72,985+88.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 22.20% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,402 | $3,114-22.9% | $4,735-49.3% | $2,440-1.5% |
| Participant deferral / active EE | $4,472 | $5,418-17.5% | $6,709-33.3% | $3,607+24.0% |
| Admin fee / account holder | $20,168 | $5,958+238.5% | $10,261+96.5% | $5,124+293.6% |