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 | $151,619 | $127,065+19.3% | $113,168+34.0% | $142,382+6.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.31% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,898 | $3,442-44.9% | $2,975-36.2% | $4,299-55.8% |
| Participant deferral / active EE | $3,993 | $5,716-30.1% | $5,107-21.8% | $6,507-38.6% |
| Admin fee / account holder | $686 | $15,736-95.6% | $12,068-94.3% | $12,624-94.6% |