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 8-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 | $57,531 | $81,460-29.4% | $103,333-44.3% | $80,856-28.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.18% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,501 | $3,105+44.9% | $3,868+16.4% | $2,755+63.4% |
| Participant deferral / active EE | $8,944 | $3,869+131.2% | $5,057+76.8% | $4,296+108.2% |
| Admin fee / account holder | $2,479 | $6,566-62.2% | $8,355-70.3% | $6,918-64.2% |