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 | $28,882 | $106,584-72.9% | $101,326-71.5% | $142,382-79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.07% | 36.93%-13.9pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,236 | $3,956+57.6% | $3,665+70.1% | $4,299+45.1% |
| Participant deferral / active EE | $9,276 | $8,297+11.8% | $7,994+16.0% | $6,507+42.6% |
| Admin fee / account holder | $7,383 | $11,446-35.5% | $11,185-34.0% | $12,624-41.5% |