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 | $69,342 | $94,338-26.5% | $100,534-31.0% | $142,382-51.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.65% | 29.20%-14.5pp | 32.66%-18.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,710 | $4,237-12.4% | $4,346-14.6% | $4,299-13.7% |
| Participant deferral / active EE | $3,668 | $5,934-38.2% | $6,144-40.3% | $6,507-43.6% |
| Admin fee / account holder | $2,237 | $8,421-73.4% | $7,654-70.8% | $12,624-82.3% |