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 | $98,766 | $72,277+36.6% | $101,248-2.5% | $79,858+23.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.54% | 22.30%+1.2pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,069 | $2,692-23.1% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $3,870 | $3,282+17.9% | $4,370-11.5% | $3,740+3.5% |
| Admin fee / account holder | $1,555 | $4,400-64.7% | $5,945-73.9% | $5,306-70.7% |