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 7-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 | $62,175 | $106,584-41.7% | $101,326-38.6% | $142,382-56.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.11% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,418 | $3,956-64.2% | $3,665-61.3% | $4,299-67.0% |
| Participant deferral / active EE | $2,641 | $8,297-68.2% | $7,994-67.0% | $6,507-59.4% |
| Admin fee / account holder | $979 | $11,446-91.4% | $11,185-91.2% | $12,624-92.2% |