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 7-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 | $61,755 | $85,022-27.4% | $70,515-12.4% | $139,434-55.7% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 21.67% | 30.38%-8.7pp | 32.77%-11.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,617 | $3,909-7.5% | $2,973+21.6% | $4,751-23.9% |
| Participant deferral / active EE | $6,656 | $5,890+13.0% | $4,567+45.7% | $6,710-0.8% |
| Admin fee / account holder | $3,715 | $8,906-58.3% | $6,412-42.1% | $11,403-67.4% |