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 | $100,698 | $131,893-23.7% | $303,047-66.8% | $116,875-13.8% |
| Participation rate | 75.0% | 79.5%-4.5pp | 87.1%-12.1pp | 74.5%+0.5pp |
| Annual return | 15.88% | 15.41%+0.5pp | 2.47%+13.4pp | 16.29%-0.4pp |
| Employer contribution / active EE | $5,542 | $3,467+59.9% | $7,418-25.3% | $3,288+68.6% |
| Participant deferral / active EE | $2,965 | $4,183-29.1% | $5,070-41.5% | $3,885-23.7% |
| Admin fee / account holder | $4,518 | $14,721-69.3% | $39,333-88.5% | $12,263-63.2% |