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 | $59,349 | $86,929-31.7% | $102,423-42.1% | $80,856-26.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.85% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,318 | $2,369-44.4% | $3,023-56.4% | $2,755-52.1% |
| Participant deferral / active EE | $5,760 | $4,118+39.9% | $5,053+14.0% | $4,296+34.1% |
| Admin fee / account holder | $8,256 | $8,049+2.6% | $9,451-12.6% | $6,918+19.3% |