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 | $170,751 | $117,983+44.7% | $101,794+67.7% | $142,382+19.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.76% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $8,169 | $2,773+194.6% | $2,289+256.9% | $4,299+90.0% |
| Participant deferral / active EE | $3,657 | $4,714-22.4% | $4,084-10.5% | $6,507-43.8% |
| Admin fee / account holder | $8,335 | $10,433-20.1% | $8,777-5.0% | $12,624-34.0% |