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 | $85,437 | $138,347-38.2% | $184,203-53.6% | $80,856+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 20.07% | 20.02%+0.1pp | 28.81%-8.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $10,585 | $4,850+118.2% | $6,427+64.7% | $2,755+284.2% |
| Participant deferral / active EE | $11,267 | $7,071+59.4% | $9,131+23.4% | $4,296+162.3% |
| Admin fee / account holder | $6,099 | $10,483-41.8% | $13,901-56.1% | $6,918-11.8% |