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 | $77,357 | $93,346-17.1% | $71,796+7.7% | $273,961-71.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.75% | 130.39%-120.6pp | 78.04%-68.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $626 | $2,733-77.1% | $1,924-67.5% | $4,869-87.1% |
| Participant deferral / active EE | $4,203 | $3,475+21.0% | $2,794+50.4% | $5,287-20.5% |
| Admin fee / account holder | $7,107 | $6,571+8.2% | $4,815+47.6% | $10,132-29.9% |