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 | $144,593 | $228,332-36.7% | $185,823-22.2% | $158,922-9.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.07% | 40.80%-28.7pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,109 | $4,967+2.9% | $4,087+25.0% | $4,761+7.3% |
| Participant deferral / active EE | $1,908 | $6,415-70.3% | $5,632-66.1% | $5,982-68.1% |
| Admin fee / account holder | $2,727 | $11,864-77.0% | $9,500-71.3% | $11,246-75.8% |