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 | $134,702 | $89,355+50.7% | $141,162-4.6% | $72,985+84.6% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 20.97% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $7,215 | $3,114+131.7% | $4,735+52.4% | $2,440+195.7% |
| Participant deferral / active EE | $7,660 | $5,418+41.4% | $6,709+14.2% | $3,607+112.3% |
| Admin fee / account holder | $5,778 | $5,958-3.0% | $10,261-43.7% | $5,124+12.8% |