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 | $66,825 | $86,929-23.1% | $102,423-34.8% | $80,856-17.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.17% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,067 | $2,369-54.9% | $3,023-64.7% | $2,755-61.3% |
| Participant deferral / active EE | $5,191 | $4,118+26.0% | $5,053+2.7% | $4,296+20.8% |
| Admin fee / account holder | $2,021 | $8,049-74.9% | $9,451-78.6% | $6,918-70.8% |