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 | $133,331 | $90,503+47.3% | $78,689+69.4% | $273,961-51.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.54% | 75.60%-64.1pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,261 | $3,176+2.7% | $2,851+14.4% | $4,869-33.0% |
| Participant deferral / active EE | $14,186 | $3,901+263.6% | $3,517+303.4% | $5,287+168.3% |
| Admin fee / account holder | $856 | $5,263-83.7% | $4,510-81.0% | $10,132-91.5% |