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 | $82,329 | $105,630-22.1% | $87,507-5.9% | $273,961-69.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.64% | 12.25%-7.6pp | 12.21%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,566 | $3,141+45.4% | $2,550+79.1% | $4,869-6.2% |
| Participant deferral / active EE | $4,917 | $3,601+36.6% | $3,149+56.2% | $5,287-7.0% |
| Admin fee / account holder | $512 | $4,781-89.3% | $4,221-87.9% | $10,132-94.9% |