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 | $62,515 | $118,450-47.2% | $98,439-36.5% | $139,434-55.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 18.94%-6.0pp | 21.16%-8.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,621 | $3,609+0.3% | $3,048+18.8% | $4,751-23.8% |
| Participant deferral / active EE | $4,997 | $5,392-7.3% | $4,738+5.5% | $6,710-25.5% |
| Admin fee / account holder | $967 | $14,026-93.1% | $8,948-89.2% | $11,403-91.5% |