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 | $149,818 | $106,584+40.6% | $101,326+47.9% | $142,382+5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.46% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,840 | $3,956+148.7% | $3,665+168.5% | $4,299+128.9% |
| Participant deferral / active EE | $9,155 | $8,297+10.3% | $7,994+14.5% | $6,507+40.7% |
| Admin fee / account holder | $2,281 | $11,446-80.1% | $11,185-79.6% | $12,624-81.9% |