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 | $70,213 | $65,685+6.9% | $57,179+22.8% | $273,961-74.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.28% | 21.99%-11.7pp | 14.59%-4.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,583 | $3,279-21.2% | $2,682-3.7% | $4,869-47.0% |
| Participant deferral / active EE | $3,812 | $3,782+0.8% | $3,096+23.1% | $5,287-27.9% |
| Admin fee / account holder | $908 | $4,835-81.2% | $3,139-71.1% | $10,132-91.0% |