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 4-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 | $40,121 | $117,983-66.0% | $101,794-60.6% | $142,382-71.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.15% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,831 | $2,773+110.3% | $2,289+154.8% | $4,299+35.6% |
| Participant deferral / active EE | $4,091 | $4,714-13.2% | $4,084+0.2% | $6,507-37.1% |
| Admin fee / account holder | $584 | $10,433-94.4% | $8,777-93.4% | $12,624-95.4% |