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 | $72,824 | $127,065-42.7% | $113,168-35.6% | $142,382-48.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.20% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,955 | $3,442+73.0% | $2,975+100.2% | $4,299+38.5% |
| Participant deferral / active EE | $12,143 | $5,716+112.4% | $5,107+137.8% | $6,507+86.6% |
| Admin fee / account holder | $17,678 | $15,736+12.3% | $12,068+46.5% | $12,624+40.0% |