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 | $90,574 | $107,791-16.0% | $90,645-0.1% | $135,375-33.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 19.78% | -0.90%+20.7pp | 1.88%+17.9pp | 519.73%-500.0pp |
| Employer contribution / active EE | $1,468 | $3,018-51.4% | $2,532-42.0% | $4,779-69.3% |
| Participant deferral / active EE | $8,628 | $3,872+122.8% | $3,425+152.0% | $5,609+53.8% |
| Admin fee / account holder | $1,203 | $5,930-79.7% | $4,994-75.9% | $10,827-88.9% |