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 | $213,317 | $228,332-6.6% | $185,823+14.8% | $158,922+34.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.70% | 40.80%-23.1pp | 35.95%-18.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $9,826 | $4,967+97.8% | $4,087+140.4% | $4,761+106.4% |
| Participant deferral / active EE | $8,385 | $6,415+30.7% | $5,632+48.9% | $5,982+40.2% |
| Admin fee / account holder | $9,723 | $11,864-18.0% | $9,500+2.3% | $11,246-13.5% |