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 | $63,990 | $117,983-45.8% | $101,794-37.1% | $142,382-55.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.11% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,995 | $2,773+44.1% | $2,289+74.5% | $4,299-7.1% |
| Participant deferral / active EE | $2,182 | $4,714-53.7% | $4,084-46.6% | $6,507-66.5% |
| Admin fee / account holder | $1,914 | $10,433-81.7% | $8,777-78.2% | $12,624-84.8% |