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 | $167,367 | $127,777+31.0% | $106,548+57.1% | $167,490-0.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.86% | 33.87%-14.0pp | 26.80%-6.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,781 | $3,427-48.0% | $2,819-36.8% | $4,837-63.2% |
| Participant deferral / active EE | $5,722 | $5,087+12.5% | $4,398+30.1% | $6,341-9.8% |
| Admin fee / account holder | $3,148 | $11,228-72.0% | $7,407-57.5% | $12,309-74.4% |