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 | $81,725 | $106,515-23.3% | $96,683-15.5% | $139,434-41.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.65% | 38.43%-19.8pp | 35.69%-17.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,665 | $4,103+38.1% | $3,737+51.6% | $4,751+19.2% |
| Participant deferral / active EE | $14,659 | $5,454+168.8% | $4,878+200.5% | $6,710+118.5% |
| Admin fee / account holder | $3,047 | $7,877-61.3% | $6,730-54.7% | $11,403-73.3% |