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 | $59,893 | $86,929-31.1% | $102,423-41.5% | $80,856-25.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.46% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,132 | $2,369+74.4% | $3,023+36.7% | $2,755+50.0% |
| Participant deferral / active EE | $4,927 | $4,118+19.6% | $5,053-2.5% | $4,296+14.7% |
| Admin fee / account holder | $8,153 | $8,049+1.3% | $9,451-13.7% | $6,918+17.9% |