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 | $66,346 | $117,983-43.8% | $101,794-34.8% | $142,382-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.48% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,234 | $2,773-55.5% | $2,289-46.1% | $4,299-71.3% |
| Participant deferral / active EE | $5,433 | $4,714+15.3% | $4,084+33.0% | $6,507-16.5% |
| Admin fee / account holder | $517 | $10,433-95.0% | $8,777-94.1% | $12,624-95.9% |