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 | $144,088 | $162,781-11.5% | $133,956+7.6% | $158,922-9.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.50% | 41.94%-27.4pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,223 | $4,975-35.2% | $3,919-17.8% | $4,761-32.3% |
| Participant deferral / active EE | $7,624 | $5,911+29.0% | $5,048+51.0% | $5,982+27.4% |
| Admin fee / account holder | $2,238 | $11,736-80.9% | $8,927-74.9% | $11,246-80.1% |