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 | $133,050 | $98,750+34.7% | $149,696-11.1% | $79,858+66.6% |
| Participation rate | 84.9% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.3pp |
| Annual return | 15.41% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,365 | $3,216+97.9% | $4,644+37.1% | $2,471+157.6% |
| Participant deferral / active EE | $5,275 | $5,680-7.1% | $6,842-22.9% | $3,740+41.0% |
| Admin fee / account holder | $1,851 | $6,053-69.4% | $9,309-80.1% | $5,306-65.1% |