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 | $58,896 | $92,222-36.1% | $76,768-23.3% | $135,375-56.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.75% | 5.46%+1.3pp | 2.43%+4.3pp | 519.73%-513.0pp |
| Employer contribution / active EE | $1,367 | $3,216-57.5% | $2,485-45.0% | $4,779-71.4% |
| Participant deferral / active EE | $1,868 | $4,509-58.6% | $3,852-51.5% | $5,609-66.7% |
| Admin fee / account holder | $2,026 | $10,748-81.2% | $6,675-69.6% | $10,827-81.3% |