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 | $165,298 | $155,788+6.1% | $124,672+32.6% | $167,490-1.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.50% | 17.97%-1.5pp | 5142.93%-5126.4pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,804 | $4,163-8.6% | $3,324+14.4% | $4,837-21.4% |
| Participant deferral / active EE | $5,975 | $5,673+5.3% | $4,614+29.5% | $6,341-5.8% |
| Admin fee / account holder | $1,060 | $9,531-88.9% | $7,493-85.9% | $12,309-91.4% |