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 | $192,137 | $95,266+101.7% | $82,389+133.2% | $142,382+34.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.28% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,067 | $2,991-64.3% | $2,517-57.6% | $4,299-75.2% |
| Participant deferral / active EE | $4,282 | $4,809-11.0% | $4,155+3.1% | $6,507-34.2% |
| Admin fee / account holder | $12,547 | $8,563+46.5% | $7,231+73.5% | $12,624-0.6% |