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 | $75,516 | $99,341-24.0% | $84,750-10.9% | $273,961-72.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.30% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $10,978 | $4,214+160.5% | $3,574+207.2% | $4,869+125.5% |
| Participant deferral / active EE | $2,895 | $4,269-32.2% | $3,712-22.0% | $5,287-45.2% |
| Admin fee / account holder | $3,771 | $6,644-43.2% | $5,332-29.3% | $10,132-62.8% |