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 3-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 | $96,984 | $109,881-11.7% | $150,045-35.4% | $84,808+14.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 46.81% | 28.25%+18.6pp | 62.55%-15.7pp | 40.90%+5.9pp |
| Employer contribution / active EE | $9,267 | $3,561+160.2% | $4,693+97.5% | $2,631+252.2% |
| Participant deferral / active EE | $18,610 | $6,636+180.4% | $7,997+132.7% | $4,212+341.9% |
| Admin fee / account holder | $2,112 | $8,568-75.4% | $13,435-84.3% | $7,344-71.2% |