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 | $130,638 | $91,190+43.3% | $178,490-26.8% | $79,858+63.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.22% | 24.19%-12.0pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,856 | $3,256+18.4% | $5,011-23.0% | $2,471+56.1% |
| Participant deferral / active EE | $1,890 | $3,236-41.6% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $390 | $6,751-94.2% | $13,984-97.2% | $5,306-92.6% |