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 5-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 | $75,131 | $117,983-36.3% | $101,794-26.2% | $142,382-47.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 14.35% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,000 | $2,773+8.2% | $2,289+31.1% | $4,299-30.2% |
| Participant deferral / active EE | $3,133 | $4,714-33.5% | $4,084-23.3% | $6,507-51.9% |
| Admin fee / account holder | $12,314 | $10,433+18.0% | $8,777+40.3% | $12,624-2.5% |