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 9-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 | $55,877 | $163,101-65.7% | $136,749-59.1% | $142,382-60.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.32% | 27.54%-16.2pp | 24.33%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,001 | $4,117-2.8% | $3,400+17.7% | $4,299-6.9% |
| Participant deferral / active EE | $4,001 | $5,585-28.4% | $4,692-14.7% | $6,507-38.5% |
| Admin fee / account holder | $6,052 | $14,318-57.7% | $11,386-46.8% | $12,624-52.1% |