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 | $68,239 | $181,894-62.5% | $156,549-56.4% | $273,961-75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,810 | $6,248-7.0% | $5,501+5.6% | $4,869+19.3% |
| Participant deferral / active EE | $3,880 | $5,550-30.1% | $4,871-20.3% | $5,287-26.6% |
| Admin fee / account holder | $1,093 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |