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 | $189,131 | $110,257+71.5% | $96,544+95.9% | $139,434+35.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.65% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,838 | $3,620-21.6% | $2,965-4.3% | $4,751-40.3% |
| Participant deferral / active EE | $11,211 | $5,548+102.1% | $4,851+131.1% | $6,710+67.1% |
| Admin fee / account holder | $8,089 | $11,591-30.2% | $8,252-2.0% | $11,403-29.1% |