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 | $117,561 | $95,266+23.4% | $82,389+42.7% | $142,382-17.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.73% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,738 | $2,991-8.5% | $2,517+8.8% | $4,299-36.3% |
| Participant deferral / active EE | $4,630 | $4,809-3.7% | $4,155+11.4% | $6,507-28.8% |
| Admin fee / account holder | $4,615 | $8,563-46.1% | $7,231-36.2% | $12,624-63.4% |