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 | $164,682 | $124,281+32.5% | $109,143+50.9% | $167,490-1.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.96% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,154 | $4,207-1.3% | $3,722+11.6% | $4,837-14.1% |
| Participant deferral / active EE | $6,837 | $5,255+30.1% | $4,653+46.9% | $6,341+7.8% |
| Admin fee / account holder | $2,009 | $7,970-74.8% | $6,752-70.2% | $12,309-83.7% |