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 | $55,692 | $91,019-38.8% | $392,568-85.8% | $72,985-23.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 30.42% | 20.00%+10.4pp | 24.42%+6.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $2,980 | $2,751+8.3% | $3,783-21.2% | $2,440+22.1% |
| Participant deferral / active EE | $3,625 | $4,570-20.7% | $5,985-39.4% | $3,607+0.5% |
| Admin fee / account holder | $615 | $4,895-87.4% | $6,260-90.2% | $5,124-88.0% |