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 | $164,591 | $86,929+89.3% | $102,423+60.7% | $80,856+103.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.84% | 18.88%-1.0pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,892 | $2,369+22.0% | $3,023-4.4% | $2,755+5.0% |
| Participant deferral / active EE | $6,136 | $4,118+49.0% | $5,053+21.4% | $4,296+42.8% |
| Admin fee / account holder | $1,565 | $8,049-80.6% | $9,451-83.4% | $6,918-77.4% |