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 | $91,196 | $93,571-2.5% | $135,903-32.9% | $75,163+21.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 34.05% | 30.90%+3.1pp | 68.23%-34.2pp | 160.62%-126.6pp |
| Employer contribution / active EE | $2,958 | $3,537-16.4% | $4,856-39.1% | $2,670+10.8% |
| Participant deferral / active EE | $6,974 | $6,404+8.9% | $7,758-10.1% | $4,125+69.1% |
| Admin fee / account holder | $7,318 | $6,975+4.9% | $10,762-32.0% | $5,651+29.5% |