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 | $68,219 | $57,354+18.9% | $83,848-18.6% | $64,186+6.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 12.57% | 11.38%+1.2pp | 850.88%-838.3pp | 7.63%+4.9pp |
| Employer contribution / active EE | $2,296 | $2,545-9.8% | $3,631-36.8% | $2,381-3.6% |
| Participant deferral / active EE | $7,143 | $2,993+138.6% | $4,082+75.0% | $3,470+105.9% |
| Admin fee / account holder | $1,435 | $4,046-64.5% | $5,478-73.8% | $4,888-70.6% |