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 | $61,801 | $101,724-39.2% | $164,813-62.5% | $80,856-23.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.06% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,029 | $2,953+2.6% | $4,341-30.2% | $2,755+10.0% |
| Participant deferral / active EE | $6,830 | $4,477+52.5% | $6,031+13.2% | $4,296+59.0% |
| Admin fee / account holder | $1,171 | $8,227-85.8% | $12,690-90.8% | $6,918-83.1% |