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 | $58,718 | $140,940-58.3% | $112,229-47.7% | $139,434-57.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.70% | 32.71%-23.0pp | 30.20%-20.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,748 | $4,283-12.5% | $3,430+9.3% | $4,751-21.1% |
| Participant deferral / active EE | $6,751 | $5,874+14.9% | $4,798+40.7% | $6,710+0.6% |
| Admin fee / account holder | $1,833 | $9,954-81.6% | $7,748-76.3% | $11,403-83.9% |