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 9-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 | $34,966 | $101,724-65.6% | $164,813-78.8% | $80,856-56.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 32.47% | 16.72%+15.8pp | 69.93%-37.5pp | 35.59%-3.1pp |
| Employer contribution / active EE | $3,174 | $2,953+7.5% | $4,341-26.9% | $2,755+15.2% |
| Participant deferral / active EE | $4,754 | $4,477+6.2% | $6,031-21.2% | $4,296+10.7% |
| Admin fee / account holder | $456 | $8,227-94.5% | $12,690-96.4% | $6,918-93.4% |