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 3-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 | $107,053 | $214,378-50.1% | $200,582-46.6% | $142,382-24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.32% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,942 | $6,841-42.4% | $6,419-38.6% | $4,299-8.3% |
| Participant deferral / active EE | $27,500 | $9,865+178.8% | $9,331+194.7% | $6,507+322.6% |
| Admin fee / account holder | $25,116 | $17,692+42.0% | $16,305+54.0% | $12,624+99.0% |