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 7-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 | $137,718 | $110,261+24.9% | $95,745+43.8% | $139,434-1.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.46% | 27.11%+3.3pp | 28.35%+2.1pp | 372.94%-342.5pp |
| Employer contribution / active EE | $42,225 | $3,257+1196.3% | $2,835+1389.7% | $4,751+788.8% |
| Participant deferral / active EE | $7,720 | $4,676+65.1% | $4,245+81.9% | $6,710+15.0% |
| Admin fee / account holder | $844 | $6,613-87.2% | $5,678-85.1% | $11,403-92.6% |