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 | $162,032 | $117,983+37.3% | $101,794+59.2% | $142,382+13.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.37% | 36.92%-19.5pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,100 | $2,773+11.8% | $2,289+35.4% | $4,299-27.9% |
| Participant deferral / active EE | $5,573 | $4,714+18.2% | $4,084+36.5% | $6,507-14.4% |
| Admin fee / account holder | $1,385 | $10,433-86.7% | $8,777-84.2% | $12,624-89.0% |