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 4-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 | $94,048 | $78,672+19.5% | $109,143-13.8% | $85,850+9.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.01% | 25.09%-12.1pp | 25.75%-12.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,093 | $2,735-23.4% | $3,722-43.8% | $2,565-18.4% |
| Participant deferral / active EE | $3,509 | $3,467+1.2% | $4,653-24.6% | $3,952-11.2% |
| Admin fee / account holder | $1,156 | $5,469-78.9% | $6,752-82.9% | $6,260-81.5% |