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 | $151,302 | $214,378-29.4% | $200,582-24.6% | $142,382+6.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.80% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,463 | $6,841-34.8% | $6,419-30.5% | $4,299+3.8% |
| Participant deferral / active EE | $6,357 | $9,865-35.6% | $9,331-31.9% | $6,507-2.3% |
| Admin fee / account holder | $417 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |