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 | $55,186 | $76,367-27.7% | $93,606-41.0% | $72,985-24.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.41% | 25.82%-3.4pp | 32.76%-10.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,917 | $2,275+116.1% | $2,718+80.9% | $2,440+101.5% |
| Participant deferral / active EE | $4,362 | $3,538+23.3% | $4,069+7.2% | $3,607+20.9% |
| Admin fee / account holder | $3,383 | $6,838-50.5% | $7,888-57.1% | $5,124-34.0% |