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 4-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 | $141,707 | $93,170+52.1% | $100,534+41.0% | $84,808+67.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 67.22% | 47.13%+20.1pp | 32.66%+34.6pp | 40.90%+26.3pp |
| Employer contribution / active EE | $13,076 | $3,985+228.1% | $4,346+200.8% | $2,631+397.0% |
| Participant deferral / active EE | $20,544 | $5,699+260.5% | $6,144+234.4% | $4,212+387.8% |
| Admin fee / account holder | $3,350 | $7,382-54.6% | $7,654-56.2% | $7,344-54.4% |