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 | $151,109 | $113,339+33.3% | $94,993+59.1% | $147,584+2.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.19% | 20.77%-10.6pp | 27.12%-16.9pp | 578.55%-568.4pp |
| Employer contribution / active EE | $5,040 | $3,160+59.5% | $2,603+93.6% | $4,876+3.4% |
| Participant deferral / active EE | $5,012 | $3,777+32.7% | $3,317+51.1% | $5,439-7.8% |
| Admin fee / account holder | $324 | $6,063-94.7% | $4,960-93.5% | $10,885-97.0% |