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 5-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 | $45,870 | $109,881-58.3% | $150,045-69.4% | $84,808-45.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,124 | $3,561+72.0% | $4,693+30.5% | $2,631+132.7% |
| Participant deferral / active EE | $8,569 | $6,636+29.1% | $7,997+7.1% | $4,212+103.5% |
| Admin fee / account holder | $1,818 | $8,568-78.8% | $13,435-86.5% | $7,344-75.2% |