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 | $142,898 | $95,416+49.8% | $185,823-23.1% | $85,850+66.5% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 15.42% | 23.59%-8.2pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,385 | $3,314-28.0% | $5,167-53.8% | $2,565-7.0% |
| Participant deferral / active EE | $6,261 | $3,423+82.9% | $5,568+12.5% | $3,952+58.4% |
| Admin fee / account holder | $8,629 | $7,213+19.6% | $16,237-46.9% | $6,260+37.8% |