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 | $161,876 | $167,484-3.3% | $151,611+6.8% | $134,475+20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.05% | 7.80%+0.3pp | 3.33%+4.7pp | 417.96%-409.9pp |
| Employer contribution / active EE | $12,644 | $6,829+85.2% | $6,166+105.1% | $4,740+166.8% |
| Participant deferral / active EE | $7,714 | $8,986-14.2% | $8,363-7.8% | $6,400+20.5% |
| Admin fee / account holder | $2,948 | $13,783-78.6% | $11,616-74.6% | $11,426-74.2% |