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 | $83,126 | $109,881-24.3% | $150,045-44.6% | $84,808-2.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 45.77% | 28.25%+17.5pp | 62.55%-16.8pp | 40.90%+4.9pp |
| Employer contribution / active EE | $8,137 | $3,561+128.5% | $4,693+73.4% | $2,631+209.3% |
| Participant deferral / active EE | $12,695 | $6,636+91.3% | $7,997+58.7% | $4,212+201.4% |
| Admin fee / account holder | $7,168 | $8,568-16.3% | $13,435-46.6% | $7,344-2.4% |