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 | $169,990 | $117,983+44.1% | $101,794+67.0% | $142,382+19.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.26% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,436 | $2,773-48.2% | $2,289-37.3% | $4,299-66.6% |
| Participant deferral / active EE | $3,829 | $4,714-18.8% | $4,084-6.3% | $6,507-41.2% |
| Admin fee / account holder | $7,254 | $10,433-30.5% | $8,777-17.4% | $12,624-42.5% |