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 9-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 | $43,613 | $81,460-46.5% | $103,333-57.8% | $80,856-46.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.21% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $6,584 | $3,105+112.0% | $3,868+70.2% | $2,755+139.0% |
| Participant deferral / active EE | $3,516 | $3,869-9.1% | $5,057-30.5% | $4,296-18.1% |
| Admin fee / account holder | $2,416 | $6,566-63.2% | $8,355-71.1% | $6,918-65.1% |