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 8-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 | $53,229 | $110,261-51.7% | $95,745-44.4% | $139,434-61.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.00% | 27.11%-7.1pp | 28.35%-8.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,125 | $3,257-34.8% | $2,835-25.0% | $4,751-55.3% |
| Participant deferral / active EE | $4,452 | $4,676-4.8% | $4,245+4.9% | $6,710-33.7% |
| Admin fee / account holder | $461 | $6,613-93.0% | $5,678-91.9% | $11,403-96.0% |