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 | $130,873 | $163,101-19.8% | $136,749-4.3% | $142,382-8.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.36% | 27.54%-6.2pp | 24.33%-3.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,809 | $4,117-56.1% | $3,400-46.8% | $4,299-57.9% |
| Participant deferral / active EE | $9,976 | $5,585+78.6% | $4,692+112.6% | $6,507+53.3% |
| Admin fee / account holder | $1,495 | $14,318-89.6% | $11,386-86.9% | $12,624-88.2% |