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 | $120,820 | $77,419+56.1% | $69,455+74.0% | $152,861-21.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 22.38% | 39.06%-16.7pp | 28.97%-6.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $6,135 | $3,315+85.0% | $2,779+120.8% | $4,762+28.8% |
| Participant deferral / active EE | $6,134 | $4,414+39.0% | $3,535+73.5% | $5,850+4.9% |
| Admin fee / account holder | $1,153 | $6,207-81.4% | $3,839-70.0% | $11,596-90.1% |