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 | $189,681 | $106,584+78.0% | $101,326+87.2% | $142,382+33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.56% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,281 | $3,956-17.1% | $3,665-10.5% | $4,299-23.7% |
| Participant deferral / active EE | $10,775 | $8,297+29.9% | $7,994+34.8% | $6,507+65.6% |
| Admin fee / account holder | $1,786 | $11,446-84.4% | $11,185-84.0% | $12,624-85.9% |