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 | $135,617 | $75,828+78.8% | $147,614-8.1% | $59,632+127.4% |
| Participation rate | 73.0% | 71.6%+1.4pp | 84.6%-11.6pp | 68.7%+4.3pp |
| Annual return | 2.62% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $2,958 | $3,485-15.1% | $5,564-46.8% | $2,203+34.3% |
| Participant deferral / active EE | $4,112 | $3,130+31.4% | $4,895-16.0% | $3,192+28.8% |
| Admin fee / account holder | $2,259 | $5,985-62.3% | $11,611-80.5% | $4,297-47.4% |