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 | $170,096 | $99,985+70.1% | $146,665+16.0% | $85,850+98.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.38% | 18.93%-3.5pp | 22.74%-7.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,019 | $2,559+18.0% | $4,136-27.0% | $2,565+17.7% |
| Participant deferral / active EE | $5,823 | $4,006+45.4% | $5,506+5.8% | $3,952+47.3% |
| Admin fee / account holder | $6,464 | $7,702-16.1% | $10,280-37.1% | $6,260+3.3% |