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 | $119,988 | $60,892+97.1% | $82,389+45.6% | $84,808+41.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 13.31% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,996 | $1,779+68.4% | $2,517+19.0% | $2,631+13.9% |
| Participant deferral / active EE | $3,618 | $3,179+13.8% | $4,155-12.9% | $4,212-14.1% |
| Admin fee / account holder | $16,143 | $5,467+195.3% | $7,231+123.3% | $7,344+119.8% |