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 | $74,664 | $110,257-32.3% | $96,544-22.7% | $139,434-46.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.65% | 26.32%-7.7pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $18,464 | $3,620+410.1% | $2,965+522.7% | $4,751+288.6% |
| Participant deferral / active EE | $11,130 | $5,548+100.6% | $4,851+129.4% | $6,710+65.9% |
| Admin fee / account holder | $4,215 | $11,591-63.6% | $8,252-48.9% | $11,403-63.0% |