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 | $184,773 | $106,584+73.4% | $101,326+82.4% | $142,382+29.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.56% | 36.93%-11.4pp | 36.82%-11.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $3,760 | $3,956-5.0% | $3,665+2.6% | $4,299-12.5% |
| Participant deferral / active EE | $7,164 | $8,297-13.7% | $7,994-10.4% | $6,507+10.1% |
| Admin fee / account holder | $8,372 | $11,446-26.9% | $11,185-25.1% | $12,624-33.7% |