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 | $35,050 | $117,983-70.3% | $101,794-65.6% | $142,382-75.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.50% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,170 | $2,773+14.3% | $2,289+38.5% | $4,299-26.3% |
| Participant deferral / active EE | $7,047 | $4,714+49.5% | $4,084+72.6% | $6,507+8.3% |
| Admin fee / account holder | $13,191 | $10,433+26.4% | $8,777+50.3% | $12,624+4.5% |