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 | $85,159 | $107,452-20.7% | $91,541-7.0% | $142,382-40.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.58% | 22.06%-4.5pp | 20.50%-2.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,364 | $2,994+12.3% | $2,505+34.3% | $4,299-21.8% |
| Participant deferral / active EE | $5,365 | $4,754+12.8% | $4,008+33.9% | $6,507-17.6% |
| Admin fee / account holder | $6,135 | $8,834-30.6% | $6,956-11.8% | $12,624-51.4% |