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 | $65,079 | $93,071-30.1% | $74,583-12.7% | $273,961-76.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.99% | 26.18%-17.2pp | 20.47%-11.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,121 | $3,160-32.9% | $2,525-16.0% | $4,869-56.4% |
| Participant deferral / active EE | $6,761 | $4,160+62.5% | $3,458+95.5% | $5,287+27.9% |
| Admin fee / account holder | $441 | $5,272-91.6% | $4,138-89.3% | $10,132-95.6% |