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 | $87,724 | $153,772-43.0% | $133,980-34.5% | $273,961-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.39% | 36.51%-24.1pp | 29.30%-16.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,111 | $6,029-65.0% | $5,211-59.5% | $4,869-56.6% |
| Participant deferral / active EE | $5,932 | $6,958-14.8% | $6,282-5.6% | $5,287+12.2% |
| Admin fee / account holder | $923 | $11,765-92.2% | $9,324-90.1% | $10,132-90.9% |