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 | $139,350 | $201,272-30.8% | $184,203-24.3% | $145,922-4.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.39% | 29.00%-4.6pp | 28.81%-4.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $4,054 | $7,022-42.3% | $6,427-36.9% | $4,660-13.0% |
| Participant deferral / active EE | $5,450 | $9,806-44.4% | $9,131-40.3% | $6,688-18.5% |
| Admin fee / account holder | $4,639 | $16,364-71.7% | $13,901-66.6% | $13,397-65.4% |