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 4-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 | $81,009 | $163,101-50.3% | $136,749-40.8% | $142,382-43.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.32% | 27.54%-12.2pp | 24.33%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,856 | $4,117-54.9% | $3,400-45.4% | $4,299-56.8% |
| Participant deferral / active EE | $6,292 | $5,585+12.7% | $4,692+34.1% | $6,507-3.3% |
| Admin fee / account holder | $1,009 | $14,318-93.0% | $11,386-91.1% | $12,624-92.0% |