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 5-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 | $31,104 | $154,365-79.9% | $130,231-76.1% | $139,434-77.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 24.12% | 30.34%-6.2pp | 38.77%-14.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $5,892 | $5,170+14.0% | $4,126+42.8% | $4,751+24.0% |
| Participant deferral / active EE | $16,122 | $8,498+89.7% | $6,799+137.1% | $6,710+140.3% |
| Admin fee / account holder | $7,018 | $9,214-23.8% | $6,020+16.6% | $11,403-38.5% |