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 | $102,191 | $86,929+17.6% | $102,423-0.2% | $80,856+26.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.96% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,153 | $2,369+33.1% | $3,023+4.3% | $2,755+14.4% |
| Participant deferral / active EE | $5,352 | $4,118+29.9% | $5,053+5.9% | $4,296+24.6% |
| Admin fee / account holder | $950 | $8,049-88.2% | $9,451-89.9% | $6,918-86.3% |