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 | $160,390 | $117,983+35.9% | $101,794+57.6% | $142,382+12.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.18% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,860 | $2,773+3.2% | $2,289+25.0% | $4,299-33.5% |
| Participant deferral / active EE | $4,396 | $4,714-6.7% | $4,084+7.6% | $6,507-32.4% |
| Admin fee / account holder | $1,115 | $10,433-89.3% | $8,777-87.3% | $12,624-91.2% |