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 | $74,000 | $93,571-20.9% | $135,903-45.5% | $75,163-1.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.84% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,628 | $3,537+2.6% | $4,856-25.3% | $2,670+35.9% |
| Participant deferral / active EE | $8,155 | $6,404+27.3% | $7,758+5.1% | $4,125+97.7% |
| Admin fee / account holder | $555 | $6,975-92.0% | $10,762-94.8% | $5,651-90.2% |