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 3-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 | $112,369 | $94,338+19.1% | $100,534+11.8% | $142,382-21.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.91% | 29.20%-9.3pp | 32.66%-12.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $20,636 | $4,237+387.0% | $4,346+374.8% | $4,299+380.0% |
| Participant deferral / active EE | $31,199 | $5,934+425.7% | $6,144+407.8% | $6,507+379.5% |
| Admin fee / account holder | $1,467 | $8,421-82.6% | $7,654-80.8% | $12,624-88.4% |