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 | $163,864 | $110,257+48.6% | $96,544+69.7% | $139,434+17.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.21% | 26.32%-7.1pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,920 | $3,620-19.3% | $2,965-1.5% | $4,751-38.5% |
| Participant deferral / active EE | $5,613 | $5,548+1.2% | $4,851+15.7% | $6,710-16.4% |
| Admin fee / account holder | $730 | $11,591-93.7% | $8,252-91.2% | $11,403-93.6% |