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 | $55,252 | $58,512-5.6% | $84,015-34.2% | $72,985-24.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 26.14% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,747 | $1,163+136.2% | $1,983+38.5% | $2,440+12.6% |
| Participant deferral / active EE | $7,790 | $2,394+225.4% | $3,239+140.5% | $3,607+116.0% |
| Admin fee / account holder | $5,169 | $4,569+13.1% | $6,101-15.3% | $5,124+0.9% |