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 | $91,451 | $94,625-3.4% | $116,228-21.3% | $84,808+7.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.92% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,348 | $2,347+42.7% | $2,994+11.8% | $2,631+27.2% |
| Participant deferral / active EE | $4,989 | $3,972+25.6% | $4,953+0.7% | $4,212+18.5% |
| Admin fee / account holder | $6,425 | $10,091-36.3% | $11,989-46.4% | $7,344-12.5% |