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 | $144,840 | $98,750+46.7% | $149,696-3.2% | $79,858+81.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 21.84% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,065 | $3,216-4.7% | $4,644-34.0% | $2,471+24.1% |
| Participant deferral / active EE | $7,698 | $5,680+35.5% | $6,842+12.5% | $3,740+105.8% |
| Admin fee / account holder | $4,693 | $6,053-22.5% | $9,309-49.6% | $5,306-11.6% |