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 | $57,657 | $80,673-28.5% | $101,326-43.1% | $84,808-32.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.18% | 38.95%-20.8pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,171 | $2,698+17.5% | $3,665-13.5% | $2,631+20.5% |
| Participant deferral / active EE | $12,179 | $6,840+78.0% | $7,994+52.3% | $4,212+189.2% |
| Admin fee / account holder | $11,147 | $12,784-12.8% | $11,185-0.3% | $7,344+51.8% |