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 | $186,875 | $117,983+58.4% | $101,794+83.6% | $142,382+31.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.47% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,538 | $2,773-8.4% | $2,289+10.9% | $4,299-41.0% |
| Participant deferral / active EE | $8,166 | $4,714+73.2% | $4,084+100.0% | $6,507+25.5% |
| Admin fee / account holder | $9,398 | $10,433-9.9% | $8,777+7.1% | $12,624-25.6% |