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 | $141,039 | $99,341+42.0% | $84,750+66.4% | $273,961-48.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,000 | $4,214-28.8% | $3,574-16.1% | $4,869-38.4% |
| Participant deferral / active EE | $8,048 | $4,269+88.5% | $3,712+116.8% | $5,287+52.2% |
| Admin fee / account holder | $2,162 | $6,644-67.5% | $5,332-59.4% | $10,132-78.7% |