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 5-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 | $50,912 | $86,929-41.4% | $102,423-50.3% | $80,856-37.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 23.69% | 18.88%+4.8pp | 29.32%-5.6pp | 35.59%-11.9pp |
| Employer contribution / active EE | $11,905 | $2,369+402.5% | $3,023+293.8% | $2,755+332.2% |
| Participant deferral / active EE | $6,065 | $4,118+47.3% | $5,053+20.0% | $4,296+41.2% |
| Admin fee / account holder | $793 | $8,049-90.1% | $9,451-91.6% | $6,918-88.5% |