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 | $32,698 | $140,940-76.8% | $112,229-70.9% | $139,434-76.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.49% | 32.71%-20.2pp | 30.20%-17.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,867 | $4,283-33.1% | $3,430-16.4% | $4,751-39.6% |
| Participant deferral / active EE | $3,961 | $5,874-32.6% | $4,798-17.4% | $6,710-41.0% |
| Admin fee / account holder | $1,060 | $9,954-89.3% | $7,748-86.3% | $11,403-90.7% |