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 | $65,999 | $78,672-16.1% | $109,143-39.5% | $85,850-23.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.95% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,790 | $2,735+2.0% | $3,722-25.0% | $2,565+8.8% |
| Participant deferral / active EE | $5,494 | $3,467+58.5% | $4,653+18.1% | $3,952+39.0% |
| Admin fee / account holder | $777 | $5,469-85.8% | $6,752-88.5% | $6,260-87.6% |