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 | $75,261 | $68,719+9.5% | $91,541-17.8% | $84,808-11.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.63% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,084 | $1,920+8.5% | $2,505-16.8% | $2,631-20.8% |
| Participant deferral / active EE | $2,190 | $3,136-30.1% | $4,008-45.3% | $4,212-48.0% |
| Admin fee / account holder | $2,891 | $5,786-50.0% | $6,956-58.4% | $7,344-60.6% |