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 | $176,553 | $125,758+40.4% | $169,993+3.9% | $75,163+134.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.85% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,914 | $4,615-15.2% | $6,785-42.3% | $2,670+46.6% |
| Participant deferral / active EE | $7,853 | $6,837+14.9% | $10,408-24.5% | $4,125+90.4% |
| Admin fee / account holder | $1,885 | $8,173-76.9% | $12,815-85.3% | $5,651-66.6% |