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 | $141,551 | $107,452+31.7% | $91,541+54.6% | $142,382-0.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.52% | 22.06%-11.5pp | 20.50%-10.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,735 | $2,994+24.8% | $2,505+49.1% | $4,299-13.1% |
| Participant deferral / active EE | $4,771 | $4,754+0.3% | $4,008+19.0% | $6,507-26.7% |
| Admin fee / account holder | $7,223 | $8,834-18.2% | $6,956+3.8% | $12,624-42.8% |