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 | $142,055 | $99,652+42.6% | $78,778+80.3% | $147,584-3.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.47% | 47.28%-29.8pp | 35.62%-18.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,650 | $2,796+30.6% | $1,986+83.8% | $4,876-25.2% |
| Participant deferral / active EE | $5,636 | $3,664+53.8% | $2,958+90.5% | $5,439+3.6% |
| Admin fee / account holder | $1,421 | $7,155-80.1% | $5,134-72.3% | $10,885-86.9% |