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 | $64,117 | $153,772-58.3% | $133,980-52.1% | $273,961-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.78% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $3,020 | $6,029-49.9% | $5,211-42.0% | $4,869-38.0% |
| Participant deferral / active EE | $11,040 | $6,958+58.7% | $6,282+75.7% | $5,287+108.8% |
| Admin fee / account holder | $1,809 | $11,765-84.6% | $9,324-80.6% | $10,132-82.1% |