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 | $71,589 | $74,927-4.5% | $101,794-29.7% | $84,808-15.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.85% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,650 | $1,522+205.5% | $2,289+103.1% | $2,631+76.7% |
| Participant deferral / active EE | $3,421 | $3,099+10.4% | $4,084-16.2% | $4,212-18.8% |
| Admin fee / account holder | $3,289 | $6,514-49.5% | $8,777-62.5% | $7,344-55.2% |