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 | $63,033 | $109,413-42.4% | $156,263-59.7% | $84,808-25.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.37% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,697 | $2,907-7.2% | $4,333-37.7% | $2,631+2.5% |
| Participant deferral / active EE | $2,469 | $4,590-46.2% | $6,158-59.9% | $4,212-41.4% |
| Admin fee / account holder | $1,592 | $9,357-83.0% | $14,255-88.8% | $7,344-78.3% |