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 | $67,393 | $80,968-16.8% | $96,544-30.2% | $75,163-10.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.48% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,809 | $2,282-20.7% | $2,965-39.0% | $2,670-32.3% |
| Participant deferral / active EE | $2,736 | $3,928-30.4% | $4,851-43.6% | $4,125-33.7% |
| Admin fee / account holder | $11,111 | $6,724+65.2% | $8,252+34.6% | $5,651+96.6% |