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 | $85,087 | $72,277+17.7% | $101,248-16.0% | $79,858+6.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.49% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $5,971 | $2,692+121.8% | $3,660+63.2% | $2,471+141.7% |
| Participant deferral / active EE | $9,184 | $3,282+179.9% | $4,370+110.2% | $3,740+145.6% |
| Admin fee / account holder | $3,080 | $4,400-30.0% | $5,945-48.2% | $5,306-42.0% |