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 | $82,533 | $99,341-16.9% | $84,750-2.6% | $273,961-69.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.95% | 22.93%-19.0pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $4,375 | $4,214+3.8% | $3,574+22.4% | $4,869-10.1% |
| Participant deferral / active EE | $4,803 | $4,269+12.5% | $3,712+29.4% | $5,287-9.2% |
| Admin fee / account holder | $716 | $6,644-89.2% | $5,332-86.6% | $10,132-92.9% |