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 | $163,772 | $77,314+111.8% | $177,989-8.0% | $80,856+102.5% |
| Participation rate | 93.1% | 65.7%+27.4pp | 77.1%+16.0pp | 67.6%+25.5pp |
| Annual return | 14.66% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,157 | $2,292+37.7% | $3,949-20.0% | $2,755+14.6% |
| Participant deferral / active EE | $9,623 | $4,411+118.2% | $6,276+53.3% | $4,296+124.0% |
| Admin fee / account holder | $24,004 | $7,191+233.8% | $10,363+131.6% | $6,918+247.0% |