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 | $152,681 | $116,175+31.4% | $93,606+63.1% | $152,861-0.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.43% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,437 | $3,218+100.0% | $2,718+136.8% | $4,762+35.2% |
| Participant deferral / active EE | $8,006 | $4,603+73.9% | $4,069+96.8% | $5,850+36.9% |
| Admin fee / account holder | $11,649 | $10,748+8.4% | $7,888+47.7% | $11,596+0.5% |