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 | $41,097 | $109,881-62.6% | $150,045-72.6% | $84,808-51.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.08% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $11,610 | $3,561+226.0% | $4,693+147.4% | $2,631+341.3% |
| Participant deferral / active EE | $6,745 | $6,636+1.6% | $7,997-15.7% | $4,212+60.2% |
| Admin fee / account holder | $1,857 | $8,568-78.3% | $13,435-86.2% | $7,344-74.7% |