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 9-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 | $23,215 | $81,248-71.4% | $155,509-85.1% | $80,856-71.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 24.09% | 33.31%-9.2pp | 64.67%-40.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $3,949 | $3,100+27.4% | $4,672-15.5% | $2,755+43.4% |
| Participant deferral / active EE | $2,686 | $3,452-22.2% | $5,626-52.3% | $4,296-37.5% |
| Admin fee / account holder | $2,705 | $7,997-66.2% | $15,912-83.0% | $6,918-60.9% |