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 | $74,350 | $109,881-32.3% | $150,045-50.4% | $84,808-12.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 34.32% | 28.25%+6.1pp | 62.55%-28.2pp | 40.90%-6.6pp |
| Employer contribution / active EE | $9,897 | $3,561+177.9% | $4,693+110.9% | $2,631+276.2% |
| Participant deferral / active EE | $17,401 | $6,636+162.2% | $7,997+117.6% | $4,212+313.2% |
| Admin fee / account holder | $6,040 | $8,568-29.5% | $13,435-55.0% | $7,344-17.7% |