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 | $241,435 | $176,812+36.5% | $146,665+64.6% | $167,490+44.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.31% | 24.03%-5.7pp | 22.74%-4.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,316 | $5,160-55.1% | $4,136-44.0% | $4,837-52.1% |
| Participant deferral / active EE | $5,036 | $6,440-21.8% | $5,506-8.5% | $6,341-20.6% |
| Admin fee / account holder | $560 | $13,259-95.8% | $10,280-94.6% | $12,309-95.5% |