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 6-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 | $70,723 | $109,881-35.6% | $150,045-52.9% | $84,808-16.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.41% | 28.25%-2.8pp | 62.55%-37.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $15,649 | $3,561+339.4% | $4,693+233.5% | $2,631+494.8% |
| Participant deferral / active EE | $8,835 | $6,636+33.1% | $7,997+10.5% | $4,212+109.8% |
| Admin fee / account holder | $3,846 | $8,568-55.1% | $13,435-71.4% | $7,344-47.6% |