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 | $100,016 | $68,719+45.5% | $91,541+9.3% | $84,808+17.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.15% | 19.12%-6.0pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,214 | $1,920+327.9% | $2,505+228.0% | $2,631+212.2% |
| Participant deferral / active EE | $5,076 | $3,136+61.9% | $4,008+26.6% | $4,212+20.5% |
| Admin fee / account holder | $4,749 | $5,786-17.9% | $6,956-31.7% | $7,344-35.3% |