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 | $142,909 | $116,175+23.0% | $93,606+52.7% | $152,861-6.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.62% | 35.96%-8.3pp | 32.76%-5.1pp | 345.32%-317.7pp |
| Employer contribution / active EE | $4,632 | $3,218+43.9% | $2,718+70.4% | $4,762-2.7% |
| Participant deferral / active EE | $5,903 | $4,603+28.2% | $4,069+45.1% | $5,850+0.9% |
| Admin fee / account holder | $1,594 | $10,748-85.2% | $7,888-79.8% | $11,596-86.3% |