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 | $157,825 | $95,803+64.7% | $113,168+39.5% | $84,808+86.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.87% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,108 | $2,360+31.7% | $2,975+4.5% | $2,631+18.1% |
| Participant deferral / active EE | $6,807 | $4,242+60.5% | $5,107+33.3% | $4,212+61.6% |
| Admin fee / account holder | $36,379 | $8,989+304.7% | $12,068+201.5% | $7,344+395.4% |