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 | $167,341 | $89,355+87.3% | $141,162+18.5% | $72,985+129.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.74% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,970 | $3,114-36.7% | $4,735-58.4% | $2,440-19.2% |
| Participant deferral / active EE | $6,560 | $5,418+21.1% | $6,709-2.2% | $3,607+81.8% |
| Admin fee / account holder | $5,056 | $5,958-15.1% | $10,261-50.7% | $5,124-1.3% |