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 | $135,357 | $109,413+23.7% | $156,263-13.4% | $84,808+59.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 22.71% | 20.18%+2.5pp | 59.47%-36.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,707 | $2,907+27.5% | $4,333-14.5% | $2,631+40.9% |
| Participant deferral / active EE | $6,178 | $4,590+34.6% | $6,158+0.3% | $4,212+46.7% |
| Admin fee / account holder | $1,953 | $9,357-79.1% | $14,255-86.3% | $7,344-73.4% |