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 | $122,855 | $93,571+31.3% | $135,903-9.6% | $75,163+63.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.92% | 30.90%-7.0pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,469 | $3,537-30.2% | $4,856-49.2% | $2,670-7.5% |
| Participant deferral / active EE | $3,983 | $6,404-37.8% | $7,758-48.7% | $4,125-3.5% |
| Admin fee / account holder | $3,973 | $6,975-43.0% | $10,762-63.1% | $5,651-29.7% |