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 | $112,862 | $163,101-30.8% | $136,749-17.5% | $142,382-20.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 27.54%-14.4pp | 24.33%-11.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,872 | $4,117-54.5% | $3,400-44.9% | $4,299-56.5% |
| Participant deferral / active EE | $2,256 | $5,585-59.6% | $4,692-51.9% | $6,507-65.3% |
| Admin fee / account holder | $2,815 | $14,318-80.3% | $11,386-75.3% | $12,624-77.7% |