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 | $37,780 | $81,248-53.5% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 32.43% | 33.31%-0.9pp | 64.67%-32.2pp | 35.59%-3.2pp |
| Employer contribution / active EE | $3,260 | $3,100+5.2% | $4,672-30.2% | $2,755+18.3% |
| Participant deferral / active EE | $4,910 | $3,452+42.3% | $5,626-12.7% | $4,296+14.3% |
| Admin fee / account holder | $1,703 | $7,997-78.7% | $15,912-89.3% | $6,918-75.4% |