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 | $60,865 | $100,901-39.7% | $75,670-19.6% | $147,584-58.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 16.22% | 35.78%-19.6pp | 27.34%-11.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $7,497 | $3,253+130.4% | $2,352+218.8% | $4,876+53.7% |
| Participant deferral / active EE | $7,069 | $4,027+75.5% | $3,142+124.9% | $5,439+30.0% |
| Admin fee / account holder | $1,297 | $11,285-88.5% | $5,800-77.6% | $10,885-88.1% |