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 | $53,933 | $127,065-57.6% | $113,168-52.3% | $142,382-62.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.38% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,609 | $3,442-24.2% | $2,975-12.3% | $4,299-39.3% |
| Participant deferral / active EE | $8,547 | $5,716+49.5% | $5,107+67.4% | $6,507+31.4% |
| Admin fee / account holder | $1,466 | $15,736-90.7% | $12,068-87.9% | $12,624-88.4% |