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 | $122,507 | $83,337+47.0% | $67,834+80.6% | $273,961-55.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.75% | 259.45%-252.7pp | 138.47%-131.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,593 | $3,287+39.7% | $2,403+91.1% | $4,869-5.7% |
| Participant deferral / active EE | $4,195 | $4,088+2.6% | $3,160+32.8% | $5,287-20.7% |
| Admin fee / account holder | $312 | $6,752-95.4% | $4,622-93.3% | $10,132-96.9% |