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 | $70,217 | $80,673-13.0% | $101,326-30.7% | $84,808-17.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.56% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $8,680 | $2,698+221.7% | $3,665+136.8% | $2,631+229.9% |
| Participant deferral / active EE | $7,367 | $6,840+7.7% | $7,994-7.8% | $4,212+74.9% |
| Admin fee / account holder | $1,300 | $12,784-89.8% | $11,185-88.4% | $7,344-82.3% |