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 | $97,976 | $163,101-39.9% | $136,749-28.4% | $142,382-31.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.87% | 27.54%-0.7pp | 24.33%+2.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $4,153 | $4,117+0.9% | $3,400+22.2% | $4,299-3.4% |
| Participant deferral / active EE | $10,884 | $5,585+94.9% | $4,692+132.0% | $6,507+67.3% |
| Admin fee / account holder | $7,380 | $14,318-48.5% | $11,386-35.2% | $12,624-41.5% |