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 | $83,786 | $109,413-23.4% | $156,263-46.4% | $84,808-1.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.92% | 20.18%-1.3pp | 59.47%-40.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,026 | $2,907+4.1% | $4,333-30.2% | $2,631+15.0% |
| Participant deferral / active EE | $8,150 | $4,590+77.6% | $6,158+32.3% | $4,212+93.5% |
| Admin fee / account holder | $7,502 | $9,357-19.8% | $14,255-47.4% | $7,344+2.1% |