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 | $150,469 | $152,587-1.4% | $125,175+20.2% | $152,861-1.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.34% | 54.84%-36.5pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,259 | $4,946-54.3% | $3,865-41.6% | $4,762-52.6% |
| Participant deferral / active EE | $6,596 | $5,868+12.4% | $4,937+33.6% | $5,850+12.8% |
| Admin fee / account holder | $13,324 | $13,434-0.8% | $9,702+37.3% | $11,596+14.9% |