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 | $143,642 | $171,164-16.1% | $127,761+12.4% | $152,861-6.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 13.59% | 23.54%-9.9pp | 26.14%-12.5pp | 345.32%-331.7pp |
| Employer contribution / active EE | $2,585 | $5,447-52.5% | $4,574-43.5% | $4,762-45.7% |
| Participant deferral / active EE | $5,666 | $7,038-19.5% | $6,021-5.9% | $5,850-3.1% |
| Admin fee / account holder | $9,720 | $14,530-33.1% | $9,395+3.5% | $11,596-16.2% |