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 | $152,259 | $68,547+122.1% | $120,354+26.5% | $80,856+88.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 15.54% | 23.60%-8.1pp | 107.15%-91.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,713 | $2,051+129.8% | $3,463+36.1% | $2,755+71.1% |
| Participant deferral / active EE | $8,544 | $3,173+169.2% | $4,991+71.2% | $4,296+98.9% |
| Admin fee / account holder | $3,332 | $5,732-41.9% | $9,423-64.6% | $6,918-51.8% |