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 | $118,811 | $85,006+39.8% | $76,190+55.9% | $145,922-18.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 19.79% | 13.11%+6.7pp | 13.78%+6.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $4,012 | $5,265-23.8% | $4,578-12.4% | $4,660-13.9% |
| Participant deferral / active EE | $3,584 | $6,392-43.9% | $5,474-34.5% | $6,688-46.4% |
| Admin fee / account holder | $5,914 | $5,760+2.7% | $5,123+15.4% | $13,397-55.9% |