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 | $90,098 | $87,013+3.5% | $106,213-15.2% | $80,856+11.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.33% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,672 | $2,395+53.3% | $3,171+15.8% | $2,755+33.3% |
| Participant deferral / active EE | $5,677 | $3,986+42.4% | $5,016+13.2% | $4,296+32.1% |
| Admin fee / account holder | $2,225 | $8,431-73.6% | $11,033-79.8% | $6,918-67.8% |