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 | $175,867 | $228,332-23.0% | $185,823-5.4% | $158,922+10.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.54% | 40.80%-26.3pp | 35.95%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,770 | $4,967-24.1% | $4,087-7.8% | $4,761-20.8% |
| Participant deferral / active EE | $6,111 | $6,415-4.7% | $5,632+8.5% | $5,982+2.2% |
| Admin fee / account holder | $3,183 | $11,864-73.2% | $9,500-66.5% | $11,246-71.7% |