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 | $147,228 | $80,968+81.8% | $96,544+52.5% | $75,163+95.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.81% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,884 | $2,282-17.4% | $2,965-36.5% | $2,670-29.4% |
| Participant deferral / active EE | $5,376 | $3,928+36.9% | $4,851+10.8% | $4,125+30.3% |
| Admin fee / account holder | $24,760 | $6,724+268.2% | $8,252+200.0% | $5,651+338.2% |