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 7-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 | $35,139 | $93,571-62.4% | $135,903-74.1% | $75,163-53.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.37% | 30.90%-9.5pp | 68.23%-46.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $5,046 | $3,537+42.7% | $4,856+3.9% | $2,670+89.0% |
| Participant deferral / active EE | $13,144 | $6,404+105.2% | $7,758+69.4% | $4,125+218.6% |
| Admin fee / account holder | $2,095 | $6,975-70.0% | $10,762-80.5% | $5,651-62.9% |