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 | $151,908 | $98,750+53.8% | $149,696+1.5% | $79,858+90.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.96% | 27.43%-14.5pp | 276.60%-263.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,530 | $3,216-21.4% | $4,644-45.5% | $2,471+2.4% |
| Participant deferral / active EE | $7,397 | $5,680+30.2% | $6,842+8.1% | $3,740+97.8% |
| Admin fee / account holder | $1,830 | $6,053-69.8% | $9,309-80.3% | $5,306-65.5% |