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 | $137,496 | $117,983+16.5% | $101,794+35.1% | $142,382-3.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.08% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,679 | $2,773-3.4% | $2,289+17.0% | $4,299-37.7% |
| Participant deferral / active EE | $1,603 | $4,714-66.0% | $4,084-60.8% | $6,507-75.4% |
| Admin fee / account holder | $1,203 | $10,433-88.5% | $8,777-86.3% | $12,624-90.5% |