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 4-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 | $50,945 | $109,881-53.6% | $150,045-66.0% | $84,808-39.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.69% | 28.25%-3.6pp | 62.55%-37.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $7,604 | $3,561+113.5% | $4,693+62.0% | $2,631+189.0% |
| Participant deferral / active EE | $9,667 | $6,636+45.7% | $7,997+20.9% | $4,212+129.5% |
| Admin fee / account holder | $377 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |