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 | $148,356 | $176,812-16.1% | $146,665+1.2% | $167,490-11.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.40% | 24.03%-11.6pp | 22.74%-10.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,694 | $5,160-28.4% | $4,136-10.7% | $4,837-23.6% |
| Participant deferral / active EE | $7,377 | $6,440+14.6% | $5,506+34.0% | $6,341+16.3% |
| Admin fee / account holder | $27,906 | $13,259+110.5% | $10,280+171.5% | $12,309+126.7% |