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 | $87,427 | $81,248+7.6% | $155,509-43.8% | $80,856+8.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.56% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,398 | $3,100-22.7% | $4,672-48.7% | $2,755-13.0% |
| Participant deferral / active EE | $4,964 | $3,452+43.8% | $5,626-11.8% | $4,296+15.6% |
| Admin fee / account holder | $40,624 | $7,997+408.0% | $15,912+155.3% | $6,918+487.2% |