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 8-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 | $27,304 | $80,717-66.2% | $154,803-82.4% | $84,808-67.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.42% | 37.96%-18.5pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,625 | $2,761-4.9% | $4,305-39.0% | $2,631-0.2% |
| Participant deferral / active EE | $4,538 | $3,303+37.4% | $5,540-18.1% | $4,212+7.8% |
| Admin fee / account holder | $5,269 | $6,746-21.9% | $14,329-63.2% | $7,344-28.3% |