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 | $159,230 | $117,983+35.0% | $101,794+56.4% | $142,382+11.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.80% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,963 | $2,773+6.8% | $2,289+29.4% | $4,299-31.1% |
| Participant deferral / active EE | $10,526 | $4,714+123.3% | $4,084+157.7% | $6,507+61.8% |
| Admin fee / account holder | $5,547 | $10,433-46.8% | $8,777-36.8% | $12,624-56.1% |