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 | $69,550 | $110,261-36.9% | $95,745-27.4% | $139,434-50.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.59% | 27.11%+1.5pp | 28.35%+0.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $5,366 | $3,257+64.7% | $2,835+89.3% | $4,751+12.9% |
| Participant deferral / active EE | $4,377 | $4,676-6.4% | $4,245+3.1% | $6,710-34.8% |
| Admin fee / account holder | $1,946 | $6,613-70.6% | $5,678-65.7% | $11,403-82.9% |