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 | $101,312 | $163,687-38.1% | $108,745-6.8% | $273,961-63.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 9.56% | 31.16%-21.6pp | 46.22%-36.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,695 | $4,711-21.6% | $3,323+11.2% | $4,869-24.1% |
| Participant deferral / active EE | $10,959 | $7,155+53.2% | $5,121+114.0% | $5,287+107.3% |
| Admin fee / account holder | $15,448 | $12,890+19.8% | $6,144+151.4% | $10,132+52.5% |