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 7-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 | $75,186 | $109,881-31.6% | $150,045-49.9% | $84,808-11.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.69% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,726 | $3,561+88.9% | $4,693+43.3% | $2,631+155.7% |
| Participant deferral / active EE | $6,603 | $6,636-0.5% | $7,997-17.4% | $4,212+56.8% |
| Admin fee / account holder | $356 | $8,568-95.8% | $13,435-97.4% | $7,344-95.2% |