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 | $97,603 | $181,894-46.3% | $156,549-37.7% | $273,961-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.11% | 30.74%-20.6pp | 32.23%-22.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,041 | $6,248-67.3% | $5,501-62.9% | $4,869-58.1% |
| Participant deferral / active EE | $6,508 | $5,550+17.3% | $4,871+33.6% | $5,287+23.1% |
| Admin fee / account holder | $1,386 | $15,559-91.1% | $13,027-89.4% | $10,132-86.3% |