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 | $76,620 | $95,803-20.0% | $113,168-32.3% | $84,808-9.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 33.65% | 25.00%+8.6pp | 24.27%+9.4pp | 40.90%-7.2pp |
| Employer contribution / active EE | $7,860 | $2,360+233.1% | $2,975+164.2% | $2,631+198.8% |
| Participant deferral / active EE | $5,377 | $4,242+26.8% | $5,107+5.3% | $4,212+27.7% |
| Admin fee / account holder | $2,764 | $8,989-69.3% | $12,068-77.1% | $7,344-62.4% |