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 | $66,608 | $106,515-37.5% | $96,683-31.1% | $139,434-52.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.27% | 38.43%-21.2pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,800 | $4,103-7.4% | $3,737+1.7% | $4,751-20.0% |
| Participant deferral / active EE | $8,342 | $5,454+53.0% | $4,878+71.0% | $6,710+24.3% |
| Admin fee / account holder | $10,537 | $7,877+33.8% | $6,730+56.6% | $11,403-7.6% |