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 | $67,127 | $80,673-16.8% | $101,326-33.8% | $84,808-20.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.77% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $105 | $2,698-96.1% | $3,665-97.1% | $2,631-96.0% |
| Participant deferral / active EE | $9,111 | $6,840+33.2% | $7,994+14.0% | $4,212+116.3% |
| Admin fee / account holder | $2,489 | $12,784-80.5% | $11,185-77.7% | $7,344-66.1% |