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 5-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 | $56,204 | $60,892-7.7% | $82,389-31.8% | $84,808-33.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 19.15% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,104 | $1,779+130.6% | $2,517+63.0% | $2,631+56.0% |
| Participant deferral / active EE | $9,594 | $3,179+201.8% | $4,155+130.9% | $4,212+127.8% |
| Admin fee / account holder | $1,452 | $5,467-73.4% | $7,231-79.9% | $7,344-80.2% |