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 9-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 | $104,024 | $93,170+11.6% | $100,534+3.5% | $84,808+22.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 17.38% | 47.13%-29.8pp | 32.66%-15.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,839 | $3,985+46.5% | $4,346+34.3% | $2,631+121.9% |
| Participant deferral / active EE | $4,654 | $5,699-18.3% | $6,144-24.2% | $4,212+10.5% |
| Admin fee / account holder | $2,081 | $7,382-71.8% | $7,654-72.8% | $7,344-71.7% |