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 | $65,373 | $124,281-47.4% | $109,143-40.1% | $167,490-61.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.12% | 26.04%+1.1pp | 25.75%+1.4pp | 478.56%-451.4pp |
| Employer contribution / active EE | $5,233 | $4,207+24.4% | $3,722+40.6% | $4,837+8.2% |
| Participant deferral / active EE | $5,936 | $5,255+12.9% | $4,653+27.6% | $6,341-6.4% |
| Admin fee / account holder | $946 | $7,970-88.1% | $6,752-86.0% | $12,309-92.3% |