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 | $65,534 | $43,327+51.3% | $59,878+9.4% | $64,186+2.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 15.81% | -1.55%+17.4pp | 3.46%+12.4pp | 7.63%+8.2pp |
| Employer contribution / active EE | $3,626 | $2,028+78.7% | $2,722+33.2% | $2,381+52.3% |
| Participant deferral / active EE | $2,506 | $2,546-1.6% | $3,402-26.3% | $3,470-27.8% |
| Admin fee / account holder | $1,977 | $3,005-34.2% | $3,590-44.9% | $4,888-59.6% |