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 | $140,850 | $117,841+19.5% | $102,423+37.5% | $145,922-3.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 31.65%-20.3pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $898 | $3,615-75.2% | $3,023-70.3% | $4,660-80.7% |
| Participant deferral / active EE | $5,273 | $5,731-8.0% | $5,053+4.3% | $6,688-21.2% |
| Admin fee / account holder | $21,774 | $13,326+63.4% | $9,451+130.4% | $13,397+62.5% |