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 | $65,787 | $63,355+3.8% | $91,989-28.5% | $72,985-9.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 23.59% | 35.35%-11.8pp | 69.02%-45.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,707 | $2,116-19.3% | $3,452-50.6% | $2,440-30.0% |
| Participant deferral / active EE | $5,138 | $4,883+5.2% | $5,923-13.3% | $3,607+42.4% |
| Admin fee / account holder | $10,089 | $4,668+116.1% | $7,743+30.3% | $5,124+96.9% |