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 | $169,180 | $163,101+3.7% | $136,749+23.7% | $142,382+18.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.49% | 27.54%-13.1pp | 24.33%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,669 | $4,117-59.4% | $3,400-50.9% | $4,299-61.2% |
| Participant deferral / active EE | $8,385 | $5,585+50.1% | $4,692+78.7% | $6,507+28.9% |
| Admin fee / account holder | $2,327 | $14,318-83.8% | $11,386-79.6% | $12,624-81.6% |