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 | $107,945 | $77,899+38.6% | $149,673-27.9% | $75,163+43.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.35% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,189 | $3,137+1.6% | $4,818-33.8% | $2,670+19.4% |
| Participant deferral / active EE | $2,093 | $3,411-38.6% | $5,680-63.1% | $4,125-49.3% |
| Admin fee / account holder | $497 | $5,956-91.7% | $13,210-96.2% | $5,651-91.2% |