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 | $83,504 | $93,170-10.4% | $100,534-16.9% | $84,808-1.5% |
| Participation rate | 98.5% | 75.8%+22.6pp | 80.6%+17.8pp | 68.3%+30.2pp |
| Annual return | 42.42% | 47.13%-4.7pp | 32.66%+9.8pp | 40.90%+1.5pp |
| Employer contribution / active EE | $7,356 | $3,985+84.6% | $4,346+69.3% | $2,631+179.6% |
| Participant deferral / active EE | $18,633 | $5,699+227.0% | $6,144+203.3% | $4,212+342.4% |
| Admin fee / account holder | $7,487 | $7,382+1.4% | $7,654-2.2% | $7,344+2.0% |