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 | $76,032 | $95,803-20.6% | $113,168-32.8% | $84,808-10.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.92% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,202 | $2,360-6.7% | $2,975-26.0% | $2,631-16.3% |
| Participant deferral / active EE | $5,042 | $4,242+18.9% | $5,107-1.3% | $4,212+19.7% |
| Admin fee / account holder | $2,826 | $8,989-68.6% | $12,068-76.6% | $7,344-61.5% |