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 | $70,914 | $106,584-33.5% | $101,326-30.0% | $142,382-50.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.96% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,440 | $3,956-38.3% | $3,665-33.4% | $4,299-43.3% |
| Participant deferral / active EE | $3,295 | $8,297-60.3% | $7,994-58.8% | $6,507-49.4% |
| Admin fee / account holder | $1,072 | $11,446-90.6% | $11,185-90.4% | $12,624-91.5% |