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 | $122,719 | $62,573+96.1% | $85,682+43.2% | $85,850+42.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.01% | 23.77%-11.8pp | 21.49%-9.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,780 | $1,757+172.1% | $2,618+82.6% | $2,565+86.3% |
| Participant deferral / active EE | $2,559 | $2,802-8.7% | $3,923-34.8% | $3,952-35.2% |
| Admin fee / account holder | $2,134 | $4,640-54.0% | $6,873-69.0% | $6,260-65.9% |