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 | $59,548 | $77,503-23.2% | $100,391-40.7% | $80,856-26.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 17.15% | 37.20%-20.0pp | 49.20%-32.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,853 | $2,801+109.0% | $3,942+48.5% | $2,755+112.5% |
| Participant deferral / active EE | $16,722 | $6,820+145.2% | $8,082+106.9% | $4,296+289.3% |
| Admin fee / account holder | $7,323 | $5,897+24.2% | $7,899-7.3% | $6,918+5.9% |