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 | $85,838 | $114,381-25.0% | $107,525-20.2% | $142,382-39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.35% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,169 | $4,015+28.8% | $3,754+37.7% | $4,299+20.2% |
| Participant deferral / active EE | $12,745 | $5,564+129.0% | $5,116+149.1% | $6,507+95.9% |
| Admin fee / account holder | $4,297 | $9,860-56.4% | $8,919-51.8% | $12,624-66.0% |