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 | $73,243 | $78,422-6.6% | $95,952-23.7% | $79,858-8.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.88% | 19.37%+1.5pp | 91.61%-70.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,107 | $1,945+8.3% | $2,541-17.1% | $2,471-14.7% |
| Participant deferral / active EE | $4,579 | $3,440+33.1% | $4,167+9.9% | $3,740+22.4% |
| Admin fee / account holder | $8,112 | $5,622+44.3% | $6,795+19.4% | $5,306+52.9% |