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 | $162,068 | $127,065+27.5% | $113,168+43.2% | $142,382+13.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.47% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,813 | $3,442+39.8% | $2,975+61.8% | $4,299+12.0% |
| Participant deferral / active EE | $7,183 | $5,716+25.7% | $5,107+40.7% | $6,507+10.4% |
| Admin fee / account holder | $1,955 | $15,736-87.6% | $12,068-83.8% | $12,624-84.5% |