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 | $69,458 | $80,673-13.9% | $101,326-31.5% | $84,808-18.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.99% | 38.95%-23.0pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,278 | $2,698+95.6% | $3,665+44.0% | $2,631+100.6% |
| Participant deferral / active EE | $13,596 | $6,840+98.8% | $7,994+70.1% | $4,212+222.8% |
| Admin fee / account holder | $15,718 | $12,784+22.9% | $11,185+40.5% | $7,344+114.0% |