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 | $58,551 | $106,584-45.1% | $101,326-42.2% | $142,382-58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.96% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,832 | $3,956-3.1% | $3,665+4.5% | $4,299-10.9% |
| Participant deferral / active EE | $5,060 | $8,297-39.0% | $7,994-36.7% | $6,507-22.2% |
| Admin fee / account holder | $7,445 | $11,446-35.0% | $11,185-33.4% | $12,624-41.0% |