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 | $40,502 | $106,584-62.0% | $101,326-60.0% | $142,382-71.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.09% | 36.93%-12.8pp | 36.82%-12.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,137 | $3,956-20.7% | $3,665-14.4% | $4,299-27.0% |
| Participant deferral / active EE | $6,468 | $8,297-22.1% | $7,994-19.1% | $6,507-0.6% |
| Admin fee / account holder | $2,142 | $11,446-81.3% | $11,185-80.9% | $12,624-83.0% |