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 | $168,977 | $153,772+9.9% | $133,980+26.1% | $273,961-38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.59% | 36.51%-26.9pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $11,098 | $6,029+84.1% | $5,211+113.0% | $4,869+128.0% |
| Participant deferral / active EE | $7,704 | $6,958+10.7% | $6,282+22.6% | $5,287+45.7% |
| Admin fee / account holder | $2,265 | $11,765-80.8% | $9,324-75.7% | $10,132-77.6% |