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 | $68,300 | $109,413-37.6% | $156,263-56.3% | $84,808-19.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 23.08% | 20.18%+2.9pp | 59.47%-36.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $3,291 | $2,907+13.2% | $4,333-24.0% | $2,631+25.1% |
| Participant deferral / active EE | $5,958 | $4,590+29.8% | $6,158-3.3% | $4,212+41.5% |
| Admin fee / account holder | $2,700 | $9,357-71.1% | $14,255-81.1% | $7,344-63.2% |