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 | $42,081 | $77,503-45.7% | $100,391-58.1% | $80,856-48.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.93% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,417 | $2,801+57.7% | $3,942+12.1% | $2,755+60.4% |
| Participant deferral / active EE | $10,522 | $6,820+54.3% | $8,082+30.2% | $4,296+145.0% |
| Admin fee / account holder | $9,080 | $5,897+54.0% | $7,899+14.9% | $6,918+31.2% |