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 | $146,806 | $132,239+11.0% | $105,722+38.9% | $273,961-46.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.02% | 10.07%-2.1pp | 12.25%-4.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,215 | $4,867-33.9% | $4,079-21.2% | $4,869-34.0% |
| Participant deferral / active EE | $9,729 | $6,233+56.1% | $5,326+82.7% | $5,287+84.0% |
| Admin fee / account holder | $307 | $12,032-97.4% | $8,308-96.3% | $10,132-97.0% |