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 | $149,553 | $124,281+20.3% | $109,143+37.0% | $167,490-10.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.63% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,450 | $4,207-41.8% | $3,722-34.2% | $4,837-49.3% |
| Participant deferral / active EE | $5,377 | $5,255+2.3% | $4,653+15.5% | $6,341-15.2% |
| Admin fee / account holder | $1,364 | $7,970-82.9% | $6,752-79.8% | $12,309-88.9% |