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 6-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 | $46,430 | $93,571-50.4% | $135,903-65.8% | $75,163-38.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.33% | 30.90%+1.4pp | 68.23%-35.9pp | 160.62%-128.3pp |
| Employer contribution / active EE | $3,716 | $3,537+5.1% | $4,856-23.5% | $2,670+39.2% |
| Participant deferral / active EE | $5,429 | $6,404-15.2% | $7,758-30.0% | $4,125+31.6% |
| Admin fee / account holder | $3,983 | $6,975-42.9% | $10,762-63.0% | $5,651-29.5% |