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 | $73,084 | $116,175-37.1% | $93,606-21.9% | $152,861-52.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 14.62% | 35.96%-21.3pp | 32.76%-18.1pp | 345.32%-330.7pp |
| Employer contribution / active EE | $3,899 | $3,218+21.2% | $2,718+43.4% | $4,762-18.1% |
| Participant deferral / active EE | $7,607 | $4,603+65.3% | $4,069+87.0% | $5,850+30.0% |
| Admin fee / account holder | $2,618 | $10,748-75.6% | $7,888-66.8% | $11,596-77.4% |