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 | $146,829 | $127,065+15.6% | $113,168+29.7% | $142,382+3.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.73% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,190 | $3,442-36.4% | $2,975-26.4% | $4,299-49.1% |
| Participant deferral / active EE | $6,598 | $5,716+15.4% | $5,107+29.2% | $6,507+1.4% |
| Admin fee / account holder | $882 | $15,736-94.4% | $12,068-92.7% | $12,624-93.0% |