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 | $89,678 | $55,706+61.0% | $75,886+18.2% | $72,985+22.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 20.74% | 27.59%-6.9pp | 30.76%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $11,193 | $1,687+563.6% | $2,500+347.6% | $2,440+358.7% |
| Participant deferral / active EE | $1,006 | $2,634-61.8% | $3,603-72.1% | $3,607-72.1% |
| Admin fee / account holder | $7,090 | $3,978+78.2% | $5,418+30.9% | $5,124+38.4% |