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 | $88,631 | $185,822-52.3% | $169,993-47.9% | $139,434-36.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.50% | 60.50%-41.0pp | 53.37%-33.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $12,485 | $7,590+64.5% | $6,785+84.0% | $4,751+162.8% |
| Participant deferral / active EE | $12,903 | $11,622+11.0% | $10,408+24.0% | $6,710+92.3% |
| Admin fee / account holder | $569 | $15,381-96.3% | $12,815-95.6% | $11,403-95.0% |