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 | $162,144 | $162,781-0.4% | $133,956+21.0% | $158,922+2.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.59% | 41.94%-29.4pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,498 | $4,975-69.9% | $3,919-61.8% | $4,761-68.5% |
| Participant deferral / active EE | $13,252 | $5,911+124.2% | $5,048+162.5% | $5,982+121.5% |
| Admin fee / account holder | $408 | $11,736-96.5% | $8,927-95.4% | $11,246-96.4% |