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 | $143,400 | $77,419+85.2% | $69,455+106.5% | $152,861-6.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 9.98% | 39.06%-29.1pp | 28.97%-19.0pp | 345.32%-335.3pp |
| Employer contribution / active EE | $3,807 | $3,315+14.8% | $2,779+37.0% | $4,762-20.1% |
| Participant deferral / active EE | $8,835 | $4,414+100.2% | $3,535+149.9% | $5,850+51.0% |
| Admin fee / account holder | $6,439 | $6,207+3.7% | $3,839+67.7% | $11,596-44.5% |