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 | $137,226 | $95,803+43.2% | $113,168+21.3% | $84,808+61.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.14% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,449 | $2,360+46.1% | $2,975+15.9% | $2,631+31.1% |
| Participant deferral / active EE | $4,024 | $4,242-5.1% | $5,107-21.2% | $4,212-4.5% |
| Admin fee / account holder | $5,181 | $8,989-42.4% | $12,068-57.1% | $7,344-29.5% |