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 | $72,450 | $125,758-42.4% | $169,993-57.4% | $75,163-3.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.67% | 27.20%-9.5pp | 53.37%-35.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,775 | $4,615+25.1% | $6,785-14.9% | $2,670+116.3% |
| Participant deferral / active EE | $7,347 | $6,837+7.5% | $10,408-29.4% | $4,125+78.1% |
| Admin fee / account holder | $1,385 | $8,173-83.1% | $12,815-89.2% | $5,651-75.5% |