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 8-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 | $58,531 | $81,460-28.1% | $103,333-43.4% | $80,856-27.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.73% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,536 | $3,105+13.9% | $3,868-8.6% | $2,755+28.4% |
| Participant deferral / active EE | $6,359 | $3,869+64.4% | $5,057+25.7% | $4,296+48.0% |
| Admin fee / account holder | $6,442 | $6,566-1.9% | $8,355-22.9% | $6,918-6.9% |