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 | $78,856 | $131,893-40.2% | $303,047-74.0% | $116,875-32.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 87.1%+12.9pp | 74.5%+25.5pp |
| Annual return | 14.68% | 15.41%-0.7pp | 2.47%+12.2pp | 16.29%-1.6pp |
| Employer contribution / active EE | $3,145 | $3,467-9.3% | $7,418-57.6% | $3,288-4.3% |
| Participant deferral / active EE | $4,806 | $4,183+14.9% | $5,070-5.2% | $3,885+23.7% |
| Admin fee / account holder | $1,843 | $14,721-87.5% | $39,333-95.3% | $12,263-85.0% |