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 | $64,225 | $85,006-24.4% | $76,190-15.7% | $145,922-56.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.20% | 13.11%+1.1pp | 13.78%+0.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,392 | $5,265-16.6% | $4,578-4.1% | $4,660-5.8% |
| Participant deferral / active EE | $9,546 | $6,392+49.3% | $5,474+74.4% | $6,688+42.7% |
| Admin fee / account holder | $3,603 | $5,760-37.4% | $5,123-29.7% | $13,397-73.1% |