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 | $107,348 | $238,490-55.0% | $180,183-40.4% | $142,382-24.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.18% | 33.56%-19.4pp | 27.86%-13.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,460 | $6,143-60.0% | $5,039-51.2% | $4,299-42.8% |
| Participant deferral / active EE | $7,197 | $7,996-10.0% | $6,822+5.5% | $6,507+10.6% |
| Admin fee / account holder | $1,410 | $28,866-95.1% | $19,975-92.9% | $12,624-88.8% |