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 | $59,259 | $109,881-46.1% | $150,045-60.5% | $84,808-30.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.40% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,992 | $3,561+40.2% | $4,693+6.4% | $2,631+89.7% |
| Participant deferral / active EE | $6,605 | $6,636-0.5% | $7,997-17.4% | $4,212+56.8% |
| Admin fee / account holder | $1,652 | $8,568-80.7% | $13,435-87.7% | $7,344-77.5% |