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 | $56,623 | $80,968-30.1% | $96,544-41.3% | $75,163-24.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.80% | 27.06%-4.3pp | 25.84%-3.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,953 | $2,282+73.3% | $2,965+33.3% | $2,670+48.1% |
| Participant deferral / active EE | $7,906 | $3,928+101.3% | $4,851+63.0% | $4,125+91.6% |
| Admin fee / account holder | $3,297 | $6,724-51.0% | $8,252-60.0% | $5,651-41.7% |