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 | $157,180 | $181,894-13.6% | $156,549+0.4% | $273,961-42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.00% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,573 | $6,248+37.2% | $5,501+55.8% | $4,869+76.1% |
| Participant deferral / active EE | $8,595 | $5,550+54.9% | $4,871+76.5% | $5,287+62.6% |
| Admin fee / account holder | $20,141 | $15,559+29.4% | $13,027+54.6% | $10,132+98.8% |