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 | $83,407 | $67,411+23.7% | $91,001-8.3% | $70,131+18.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.73% | -40.16%+58.9pp | 4.60%+14.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,540 | $1,786+98.2% | $2,456+44.2% | $2,342+51.1% |
| Participant deferral / active EE | $2,240 | $2,823-20.7% | $3,547-36.9% | $3,332-32.8% |
| Admin fee / account holder | $5,014 | $4,236+18.4% | $5,417-7.4% | $4,645+7.9% |