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 | $60,314 | $103,376-41.7% | $87,100-30.8% | $152,861-60.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.50% | 28.10%-10.6pp | 28.19%-10.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,933 | $3,220-8.9% | $2,521+16.3% | $4,762-38.4% |
| Participant deferral / active EE | $7,855 | $4,778+64.4% | $4,049+94.0% | $5,850+34.3% |
| Admin fee / account holder | $15,116 | $12,205+23.8% | $7,497+101.6% | $11,596+30.3% |