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 | $85,964 | $135,952-36.8% | $123,892-30.6% | $273,961-68.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.68% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $6,731 | $5,170+30.2% | $4,617+45.8% | $4,869+38.2% |
| Participant deferral / active EE | $5,238 | $6,343-17.4% | $5,984-12.5% | $5,287-0.9% |
| Admin fee / account holder | $1,180 | $9,817-88.0% | $8,357-85.9% | $10,132-88.4% |