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 | $111,449 | $214,378-48.0% | $200,582-44.4% | $142,382-21.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 19.55% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $12,381 | $6,841+81.0% | $6,419+92.9% | $4,299+188.0% |
| Participant deferral / active EE | $22,734 | $9,865+130.5% | $9,331+143.6% | $6,507+249.4% |
| Admin fee / account holder | $44,046 | $17,692+149.0% | $16,305+170.1% | $12,624+248.9% |