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 | $154,314 | $152,460+1.2% | $118,746+30.0% | $147,584+4.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.34% | 17.41%-5.1pp | 24.54%-12.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $7,221 | $5,046+43.1% | $4,193+72.2% | $4,876+48.1% |
| Participant deferral / active EE | $11,753 | $6,212+89.2% | $5,332+120.4% | $5,439+116.1% |
| Admin fee / account holder | $507 | $16,953-97.0% | $10,720-95.3% | $10,885-95.3% |