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 | $161,945 | $118,849+36.3% | $96,562+67.7% | $167,490-3.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.29% | 50.49%-39.2pp | 37.78%-26.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,039 | $3,120-34.6% | $2,356-13.5% | $4,837-57.8% |
| Participant deferral / active EE | $3,495 | $4,616-24.3% | $3,849-9.2% | $6,341-44.9% |
| Admin fee / account holder | $5,442 | $8,065-32.5% | $6,181-11.9% | $12,309-55.8% |