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 6-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 | $67,762 | $81,460-16.8% | $103,333-34.4% | $80,856-16.2% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 32.57% | 25.55%+7.0pp | 24.88%+7.7pp | 35.59%-3.0pp |
| Employer contribution / active EE | $1,118 | $3,105-64.0% | $3,868-71.1% | $2,755-59.4% |
| Participant deferral / active EE | $7,896 | $3,869+104.1% | $5,057+56.1% | $4,296+83.8% |
| Admin fee / account holder | $3,694 | $6,566-43.7% | $8,355-55.8% | $6,918-46.6% |