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 | $80,245 | $80,968-0.9% | $96,544-16.9% | $75,163+6.8% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 19.69% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-140.9pp |
| Employer contribution / active EE | $7,345 | $2,282+221.9% | $2,965+147.7% | $2,670+175.1% |
| Participant deferral / active EE | $7,694 | $3,928+95.9% | $4,851+58.6% | $4,125+86.5% |
| Admin fee / account holder | $3,065 | $6,724-54.4% | $8,252-62.9% | $5,651-45.8% |