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 | $152,372 | $116,175+31.2% | $93,606+62.8% | $152,861-0.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 19.25% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,083 | $3,218-66.3% | $2,718-60.1% | $4,762-77.3% |
| Participant deferral / active EE | $7,023 | $4,603+52.6% | $4,069+72.6% | $5,850+20.0% |
| Admin fee / account holder | $1,444 | $10,748-86.6% | $7,888-81.7% | $11,596-87.5% |