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 | $146,748 | $80,717+81.8% | $154,803-5.2% | $84,808+73.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.09% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,833 | $2,761+2.6% | $4,305-34.2% | $2,631+7.7% |
| Participant deferral / active EE | $9,543 | $3,303+188.9% | $5,540+72.2% | $4,212+126.6% |
| Admin fee / account holder | $16,760 | $6,746+148.5% | $14,329+17.0% | $7,344+128.2% |