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 | $80,129 | $118,450-32.4% | $98,439-18.6% | $139,434-42.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.86% | 18.94%+0.9pp | 21.16%-1.3pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,199 | $3,609-11.4% | $3,048+4.9% | $4,751-32.7% |
| Participant deferral / active EE | $9,291 | $5,392+72.3% | $4,738+96.1% | $6,710+38.5% |
| Admin fee / account holder | $1,664 | $14,026-88.1% | $8,948-81.4% | $11,403-85.4% |