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 | $167,337 | $60,022+178.8% | $88,946+88.1% | $84,808+97.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 17.92% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $8,435 | $1,703+395.4% | $2,555+230.1% | $2,631+220.6% |
| Participant deferral / active EE | $3,854 | $3,114+23.8% | $4,581-15.9% | $4,212-8.5% |
| Admin fee / account holder | $11,343 | $4,811+135.8% | $8,261+37.3% | $7,344+54.5% |