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 | $64,233 | $78,422-18.1% | $95,952-33.1% | $79,858-19.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.21% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,999 | $1,945+2.8% | $2,541-21.3% | $2,471-19.1% |
| Participant deferral / active EE | $4,463 | $3,440+29.7% | $4,167+7.1% | $3,740+19.3% |
| Admin fee / account holder | $4,061 | $5,622-27.8% | $6,795-40.2% | $5,306-23.5% |