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 | $33,639 | $163,101-79.4% | $136,749-75.4% | $142,382-76.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.43% | 27.54%-6.1pp | 24.33%-2.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,474 | $4,117-39.9% | $3,400-27.2% | $4,299-42.4% |
| Participant deferral / active EE | $6,279 | $5,585+12.4% | $4,692+33.8% | $6,507-3.5% |
| Admin fee / account holder | $4,696 | $14,318-67.2% | $11,386-58.8% | $12,624-62.8% |