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 | $134,321 | $227,553-41.0% | $189,557-29.1% | $167,490-19.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.04% | 78.40%-58.4pp | 64.17%-44.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $2,716 | $5,316-48.9% | $4,412-38.4% | $4,837-43.8% |
| Participant deferral / active EE | $8,968 | $7,002+28.1% | $6,174+45.3% | $6,341+41.4% |
| Admin fee / account holder | $1,805 | $11,878-84.8% | $9,807-81.6% | $12,309-85.3% |