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 | $148,694 | $110,261+34.9% | $95,745+55.3% | $139,434+6.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.04% | 27.11%-11.1pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,802 | $3,257-14.0% | $2,835-1.1% | $4,751-41.0% |
| Participant deferral / active EE | $5,181 | $4,676+10.8% | $4,245+22.1% | $6,710-22.8% |
| Admin fee / account holder | $1,574 | $6,613-76.2% | $5,678-72.3% | $11,403-86.2% |