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 | $180,133 | $127,065+41.8% | $113,168+59.2% | $142,382+26.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.48% | 24.03%-12.5pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,181 | $3,442+108.6% | $2,975+141.4% | $4,299+67.0% |
| Participant deferral / active EE | $7,928 | $5,716+38.7% | $5,107+55.2% | $6,507+21.8% |
| Admin fee / account holder | $4,944 | $15,736-68.6% | $12,068-59.0% | $12,624-60.8% |