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 | $61,889 | $109,881-43.7% | $150,045-58.8% | $84,808-27.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 21.04% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,256 | $3,561-8.6% | $4,693-30.6% | $2,631+23.8% |
| Participant deferral / active EE | $5,596 | $6,636-15.7% | $7,997-30.0% | $4,212+32.9% |
| Admin fee / account holder | $1,170 | $8,568-86.3% | $13,435-91.3% | $7,344-84.1% |