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 | $156,987 | $81,248+93.2% | $155,509+1.0% | $80,856+94.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.02% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $11,497 | $3,100+270.8% | $4,672+146.1% | $2,755+317.3% |
| Participant deferral / active EE | $6,180 | $3,452+79.1% | $5,626+9.9% | $4,296+43.9% |
| Admin fee / account holder | $4,130 | $7,997-48.4% | $15,912-74.0% | $6,918-40.3% |