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 | $52,481 | $109,413-52.0% | $156,263-66.4% | $84,808-38.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.07% | 20.18%-1.1pp | 59.47%-40.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,275 | $2,907-21.7% | $4,333-47.5% | $2,631-13.5% |
| Participant deferral / active EE | $5,829 | $4,590+27.0% | $6,158-5.3% | $4,212+38.4% |
| Admin fee / account holder | $2,129 | $9,357-77.2% | $14,255-85.1% | $7,344-71.0% |