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 | $65,740 | $57,354+14.6% | $83,848-21.6% | $64,186+2.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.01% | 11.38%-3.4pp | 850.88%-842.9pp | 7.63%+0.4pp |
| Employer contribution / active EE | $2,764 | $2,545+8.6% | $3,631-23.9% | $2,381+16.1% |
| Participant deferral / active EE | $2,652 | $2,993-11.4% | $4,082-35.0% | $3,470-23.6% |
| Admin fee / account holder | $1,162 | $4,046-71.3% | $5,478-78.8% | $4,888-76.2% |