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 9-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 | $62,544 | $110,261-43.3% | $95,745-34.7% | $139,434-55.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.09% | 27.11%-9.0pp | 28.35%-10.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,183 | $3,257-2.3% | $2,835+12.3% | $4,751-33.0% |
| Participant deferral / active EE | $15,637 | $4,676+234.4% | $4,245+268.4% | $6,710+133.0% |
| Admin fee / account holder | $13,280 | $6,613+100.8% | $5,678+133.9% | $11,403+16.5% |