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 | $69,336 | $53,822+28.8% | $75,696-8.4% | $85,850-19.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.50% | 24.54%-6.0pp | 104.53%-86.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,779 | $2,017-11.8% | $2,743-35.1% | $2,565-30.6% |
| Participant deferral / active EE | $6,145 | $2,895+112.3% | $3,821+60.8% | $3,952+55.5% |
| Admin fee / account holder | $2,117 | $3,343-36.7% | $3,619-41.5% | $6,260-66.2% |