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 | $172,599 | $90,503+90.7% | $78,689+119.3% | $273,961-37.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.69% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,262 | $3,176+34.2% | $2,851+49.5% | $4,869-12.5% |
| Participant deferral / active EE | $6,800 | $3,901+74.3% | $3,517+93.4% | $5,287+28.6% |
| Admin fee / account holder | $846 | $5,263-83.9% | $4,510-81.2% | $10,132-91.7% |