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 7-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 | $57,241 | $93,571-38.8% | $135,903-57.9% | $75,163-23.8% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 29.57% | 30.90%-1.3pp | 68.23%-38.7pp | 160.62%-131.0pp |
| Employer contribution / active EE | $3,250 | $3,537-8.1% | $4,856-33.1% | $2,670+21.7% |
| Participant deferral / active EE | $8,125 | $6,404+26.9% | $7,758+4.7% | $4,125+97.0% |
| Admin fee / account holder | $3,241 | $6,975-53.5% | $10,762-69.9% | $5,651-42.7% |