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 | $60,044 | $106,584-43.7% | $101,326-40.7% | $142,382-57.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.46% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,453 | $3,956+113.7% | $3,665+130.6% | $4,299+96.6% |
| Participant deferral / active EE | $29,466 | $8,297+255.1% | $7,994+268.6% | $6,507+352.8% |
| Admin fee / account holder | $5,056 | $11,446-55.8% | $11,185-54.8% | $12,624-60.0% |