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 | $128,051 | $81,460+57.2% | $103,333+23.9% | $80,856+58.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.54% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,525 | $3,105-18.7% | $3,868-34.7% | $2,755-8.3% |
| Participant deferral / active EE | $3,294 | $3,869-14.9% | $5,057-34.9% | $4,296-23.3% |
| Admin fee / account holder | $8,363 | $6,566+27.4% | $8,355+0.1% | $6,918+20.9% |