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 | $103,481 | $93,571+10.6% | $135,903-23.9% | $75,163+37.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.30% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,689 | $3,537+4.3% | $4,856-24.0% | $2,670+38.2% |
| Participant deferral / active EE | $10,338 | $6,404+61.4% | $7,758+33.3% | $4,125+150.6% |
| Admin fee / account holder | $5,968 | $6,975-14.4% | $10,762-44.5% | $5,651+5.6% |