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 | $60,339 | $106,584-43.4% | $101,326-40.5% | $142,382-57.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.23% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,342 | $3,956+85.6% | $3,665+100.3% | $4,299+70.8% |
| Participant deferral / active EE | $15,040 | $8,297+81.3% | $7,994+88.1% | $6,507+131.1% |
| Admin fee / account holder | $19,921 | $11,446+74.0% | $11,185+78.1% | $12,624+57.8% |