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 | $67,095 | $72,012-6.8% | $185,823-63.9% | $79,858-16.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.21% | 23.12%-6.9pp | 35.95%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,185 | $1,965+11.2% | $4,087-46.5% | $2,471-11.6% |
| Participant deferral / active EE | $3,566 | $3,779-5.6% | $5,632-36.7% | $3,740-4.7% |
| Admin fee / account holder | $1,683 | $4,513-62.7% | $9,500-82.3% | $5,306-68.3% |