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 | $177,716 | $148,978+19.3% | $200,582-11.4% | $84,808+109.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.84% | 28.16%-6.3pp | 42.33%-20.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $4,709 | $4,815-2.2% | $6,419-26.6% | $2,631+79.0% |
| Participant deferral / active EE | $16,097 | $7,142+125.4% | $9,331+72.5% | $4,212+282.2% |
| Admin fee / account holder | $8,228 | $13,977-41.1% | $16,305-49.5% | $7,344+12.0% |