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 | $162,064 | $69,518+133.1% | $59,878+170.7% | $135,375+19.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.60% | 7.94%+2.7pp | 3.46%+7.1pp | 519.73%-509.1pp |
| Employer contribution / active EE | $1,688 | $3,235-47.8% | $2,722-38.0% | $4,779-64.7% |
| Participant deferral / active EE | $6,414 | $4,206+52.5% | $3,402+88.5% | $5,609+14.4% |
| Admin fee / account holder | $7,035 | $5,734+22.7% | $3,590+95.9% | $10,827-35.0% |