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 6-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 | $71,692 | $103,376-30.6% | $87,100-17.7% | $152,861-53.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.14% | 28.10%-5.0pp | 28.19%-5.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,184 | $3,220-1.1% | $2,521+26.3% | $4,762-33.1% |
| Participant deferral / active EE | $8,255 | $4,778+72.8% | $4,049+103.9% | $5,850+41.1% |
| Admin fee / account holder | $1,286 | $12,205-89.5% | $7,497-82.9% | $11,596-88.9% |