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 | $134,585 | $101,724+32.3% | $164,813-18.3% | $80,856+66.4% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 25.00% | 16.72%+8.3pp | 69.93%-44.9pp | 35.59%-10.6pp |
| Employer contribution / active EE | $9,571 | $2,953+224.1% | $4,341+120.5% | $2,755+247.4% |
| Participant deferral / active EE | $8,394 | $4,477+87.5% | $6,031+39.2% | $4,296+95.4% |
| Admin fee / account holder | $5,895 | $8,227-28.3% | $12,690-53.5% | $6,918-14.8% |