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 9-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 | $129,996 | $109,881+18.3% | $150,045-13.4% | $84,808+53.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 32.54% | 28.25%+4.3pp | 62.55%-30.0pp | 40.90%-8.4pp |
| Employer contribution / active EE | $21,259 | $3,561+497.0% | $4,693+353.0% | $2,631+708.0% |
| Participant deferral / active EE | $8,856 | $6,636+33.5% | $7,997+10.7% | $4,212+110.3% |
| Admin fee / account holder | $3,820 | $8,568-55.4% | $13,435-71.6% | $7,344-48.0% |