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 5-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 | $28,167 | $117,983-76.1% | $101,794-72.3% | $142,382-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.34% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,824 | $2,773-34.2% | $2,289-20.3% | $4,299-57.6% |
| Participant deferral / active EE | $4,818 | $4,714+2.2% | $4,084+18.0% | $6,507-26.0% |
| Admin fee / account holder | $1,156 | $10,433-88.9% | $8,777-86.8% | $12,624-90.8% |