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 | $52,477 | $181,894-71.1% | $156,549-66.5% | $273,961-80.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.57% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $9,398 | $6,248+50.4% | $5,501+70.8% | $4,869+93.0% |
| Participant deferral / active EE | $9,109 | $5,550+64.1% | $4,871+87.0% | $5,287+72.3% |
| Admin fee / account holder | $2,654 | $15,559-82.9% | $13,027-79.6% | $10,132-73.8% |