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 | $143,182 | $110,261+29.9% | $95,745+49.5% | $139,434+2.7% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 14.31% | 27.11%-12.8pp | 28.35%-14.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $13,173 | $3,257+304.4% | $2,835+364.7% | $4,751+177.3% |
| Participant deferral / active EE | $11,997 | $4,676+156.6% | $4,245+182.6% | $6,710+78.8% |
| Admin fee / account holder | $34,968 | $6,613+428.8% | $5,678+515.9% | $11,403+206.7% |