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 | $161,221 | $149,734+7.7% | $118,925+35.6% | $158,922+1.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.69% | 19.95%+0.7pp | 35.88%-15.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,859 | $4,115-54.8% | $3,263-43.0% | $4,761-61.0% |
| Participant deferral / active EE | $19,214 | $5,223+267.9% | $4,265+350.5% | $5,982+221.2% |
| Admin fee / account holder | $1,713 | $8,603-80.1% | $6,581-74.0% | $11,246-84.8% |