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 5-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 | $37,074 | $81,460-54.5% | $103,333-64.1% | $80,856-54.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.31% | 25.55%-6.2pp | 24.88%-5.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,659 | $3,105-14.4% | $3,868-31.2% | $2,755-3.5% |
| Participant deferral / active EE | $4,444 | $3,869+14.9% | $5,057-12.1% | $4,296+3.4% |
| Admin fee / account holder | $1,856 | $6,566-71.7% | $8,355-77.8% | $6,918-73.2% |