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 | $62,015 | $74,927-17.2% | $101,794-39.1% | $84,808-26.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 19.56% | 18.70%+0.9pp | 30.53%-11.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,746 | $1,522+80.5% | $2,289+20.0% | $2,631+4.4% |
| Participant deferral / active EE | $6,145 | $3,099+98.3% | $4,084+50.5% | $4,212+45.9% |
| Admin fee / account holder | $2,992 | $6,514-54.1% | $8,777-65.9% | $7,344-59.3% |