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 | $78,493 | $74,927+4.8% | $101,794-22.9% | $84,808-7.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.26% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,774 | $1,522+82.3% | $2,289+21.2% | $2,631+5.4% |
| Participant deferral / active EE | $3,986 | $3,099+28.6% | $4,084-2.4% | $4,212-5.3% |
| Admin fee / account holder | $319 | $6,514-95.1% | $8,777-96.4% | $7,344-95.7% |