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 | $166,259 | $97,744+70.1% | $103,476+60.7% | $145,922+13.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 25.41%-8.0pp | 23.90%-6.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,256 | $4,677-9.0% | $4,672-8.9% | $4,660-8.7% |
| Participant deferral / active EE | $12,395 | $6,603+87.7% | $6,623+87.2% | $6,688+85.3% |
| Admin fee / account holder | $1,980 | $12,515-84.2% | $9,413-79.0% | $13,397-85.2% |