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 | $65,561 | $118,427-44.6% | $66,042-0.7% | $142,382-54.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 18.91% | 35.57%-16.7pp | 52.11%-33.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,921 | $2,570+13.7% | $1,579+85.0% | $4,299-32.1% |
| Participant deferral / active EE | $8,040 | $4,311+86.5% | $2,835+183.6% | $6,507+23.6% |
| Admin fee / account holder | $1,167 | $9,593-87.8% | $5,747-79.7% | $12,624-90.8% |