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 | $66,214 | $106,584-37.9% | $101,326-34.7% | $142,382-53.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.01% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,337 | $3,956-15.7% | $3,665-9.0% | $4,299-22.4% |
| Participant deferral / active EE | $6,083 | $8,297-26.7% | $7,994-23.9% | $6,507-6.5% |
| Admin fee / account holder | $622 | $11,446-94.6% | $11,185-94.4% | $12,624-95.1% |