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 | $40,500 | $81,460-50.3% | $103,333-60.8% | $80,856-49.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.86% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $16,248 | $3,105+423.3% | $3,868+320.1% | $2,755+489.8% |
| Participant deferral / active EE | $3,877 | $3,869+0.2% | $5,057-23.3% | $4,296-9.7% |
| Admin fee / account holder | $1,926 | $6,566-70.7% | $8,355-77.0% | $6,918-72.2% |