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 6-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 | $51,300 | $80,673-36.4% | $101,326-49.4% | $84,808-39.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 31.77% | 38.95%-7.2pp | 36.82%-5.0pp | 40.90%-9.1pp |
| Employer contribution / active EE | $6,838 | $2,698+153.5% | $3,665+86.6% | $2,631+159.9% |
| Participant deferral / active EE | $13,135 | $6,840+92.0% | $7,994+64.3% | $4,212+211.9% |
| Admin fee / account holder | $6,827 | $12,784-46.6% | $11,185-39.0% | $7,344-7.0% |