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 | $72,971 | $87,733-16.8% | $106,548-31.5% | $85,850-15.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.14% | 21.86%-8.7pp | 26.80%-13.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,263 | $2,073-39.1% | $2,819-55.2% | $2,565-50.8% |
| Participant deferral / active EE | $3,928 | $3,469+13.2% | $4,398-10.7% | $3,952-0.6% |
| Admin fee / account holder | $1,017 | $6,767-85.0% | $7,407-86.3% | $6,260-83.8% |