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 5-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 | $87,288 | $85,022+2.7% | $70,515+23.8% | $139,434-37.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.38% | 30.38%-10.0pp | 32.77%-12.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,424 | $3,909-12.4% | $2,973+15.1% | $4,751-27.9% |
| Participant deferral / active EE | $13,455 | $5,890+128.4% | $4,567+194.6% | $6,710+100.5% |
| Admin fee / account holder | $404 | $8,906-95.5% | $6,412-93.7% | $11,403-96.5% |