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 | $91,017 | $95,803-5.0% | $113,168-19.6% | $84,808+7.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.13% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,970 | $2,360+153.0% | $2,975+100.7% | $2,631+126.9% |
| Participant deferral / active EE | $3,237 | $4,242-23.7% | $5,107-36.6% | $4,212-23.1% |
| Admin fee / account holder | $3,981 | $8,989-55.7% | $12,068-67.0% | $7,344-45.8% |