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 | $145,720 | $106,515+36.8% | $96,683+50.7% | $139,434+4.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.26% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $8,427 | $4,103+105.4% | $3,737+125.5% | $4,751+77.4% |
| Participant deferral / active EE | $17,436 | $5,454+219.7% | $4,878+257.4% | $6,710+159.8% |
| Admin fee / account holder | $3,258 | $7,877-58.6% | $6,730-51.6% | $11,403-71.4% |