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 | $40,111 | $88,707-54.8% | $74,183-45.9% | $273,961-85.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,448 | $3,159+9.1% | $2,370+45.5% | $4,869-29.2% |
| Participant deferral / active EE | $7,926 | $4,212+88.2% | $3,550+123.3% | $5,287+49.9% |
| Admin fee / account holder | $1,837 | $8,717-78.9% | $5,586-67.1% | $10,132-81.9% |