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 | $36,664 | $78,926-53.5% | $136,749-73.2% | $84,808-56.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 33.38% | 18.17%+15.2pp | 24.33%+9.1pp | 40.90%-7.5pp |
| Employer contribution / active EE | $2,214 | $2,134+3.8% | $3,400-34.9% | $2,631-15.8% |
| Participant deferral / active EE | $4,617 | $3,168+45.7% | $4,692-1.6% | $4,212+9.6% |
| Admin fee / account holder | $3,420 | $6,369-46.3% | $11,386-70.0% | $7,344-53.4% |