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 | $51,716 | $127,065-59.3% | $113,168-54.3% | $142,382-63.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.43% | 24.03%+2.4pp | 24.27%+2.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,962 | $3,442-43.0% | $2,975-34.1% | $4,299-54.4% |
| Participant deferral / active EE | $16,281 | $5,716+184.8% | $5,107+218.8% | $6,507+150.2% |
| Admin fee / account holder | $16,339 | $15,736+3.8% | $12,068+35.4% | $12,624+29.4% |