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 | $174,240 | $94,625+84.1% | $116,228+49.9% | $84,808+105.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 31.06% | 20.40%+10.7pp | 90.06%-59.0pp | 40.90%-9.8pp |
| Employer contribution / active EE | $4,035 | $2,347+72.0% | $2,994+34.8% | $2,631+53.4% |
| Participant deferral / active EE | $8,098 | $3,972+103.9% | $4,953+63.5% | $4,212+92.3% |
| Admin fee / account holder | $6,432 | $10,091-36.3% | $11,989-46.4% | $7,344-12.4% |