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 7-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 | $97,105 | $105,126-7.6% | $94,646+2.6% | $139,434-30.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.94% | 38.03%-24.1pp | 156.71%-142.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,149 | $4,106+49.8% | $3,672+67.5% | $4,751+29.4% |
| Participant deferral / active EE | $13,432 | $7,599+76.8% | $7,418+81.1% | $6,710+100.2% |
| Admin fee / account holder | $10,761 | $8,984+19.8% | $7,231+48.8% | $11,403-5.6% |