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 | $77,594 | $60,892+27.4% | $82,389-5.8% | $84,808-8.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 21.69% | 37.29%-15.6pp | 28.67%-7.0pp | 40.90%-19.2pp |
| Employer contribution / active EE | $5,700 | $1,779+220.3% | $2,517+126.5% | $2,631+116.6% |
| Participant deferral / active EE | $6,311 | $3,179+98.6% | $4,155+51.9% | $4,212+49.9% |
| Admin fee / account holder | $1,980 | $5,467-63.8% | $7,231-72.6% | $7,344-73.0% |