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 | $160,283 | $106,584+50.4% | $101,326+58.2% | $142,382+12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.92% | 36.93%-21.0pp | 36.82%-20.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,089 | $3,956-21.9% | $3,665-15.7% | $4,299-28.2% |
| Participant deferral / active EE | $11,646 | $8,297+40.4% | $7,994+45.7% | $6,507+79.0% |
| Admin fee / account holder | $2,885 | $11,446-74.8% | $11,185-74.2% | $12,624-77.1% |