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 | $199,940 | $99,341+101.3% | $84,750+135.9% | $273,961-27.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.26% | 22.93%-16.7pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,818 | $4,214-56.9% | $3,574-49.1% | $4,869-62.7% |
| Participant deferral / active EE | $2,015 | $4,269-52.8% | $3,712-45.7% | $5,287-61.9% |
| Admin fee / account holder | $5,303 | $6,644-20.2% | $5,332-0.6% | $10,132-47.7% |