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 | $61,804 | $68,719-10.1% | $91,541-32.5% | $84,808-27.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.65% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,268 | $1,920+18.2% | $2,505-9.4% | $2,631-13.8% |
| Participant deferral / active EE | $4,674 | $3,136+49.1% | $4,008+16.6% | $4,212+11.0% |
| Admin fee / account holder | $3,730 | $5,786-35.5% | $6,956-46.4% | $7,344-49.2% |