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 | $123,524 | $91,552+34.9% | $133,956-7.8% | $79,858+54.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.26% | 61.85%-45.6pp | 45.09%-28.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,224 | $2,384+77.2% | $3,919+7.8% | $2,471+71.0% |
| Participant deferral / active EE | $11,366 | $3,733+204.4% | $5,048+125.2% | $3,740+203.9% |
| Admin fee / account holder | $616 | $6,321-90.3% | $8,927-93.1% | $5,306-88.4% |