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 | $59,226 | $72,492-18.3% | $87,100-32.0% | $72,985-18.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.90% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,853 | $1,894-2.2% | $2,521-26.5% | $2,440-24.1% |
| Participant deferral / active EE | $4,257 | $3,270+30.2% | $4,049+5.1% | $3,607+18.0% |
| Admin fee / account holder | $9,836 | $5,055+94.6% | $7,497+31.2% | $5,124+92.0% |