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 | $98,565 | $165,984-40.6% | $164,813-40.2% | $145,922-32.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.17% | 100.03%-77.9pp | 69.93%-47.8pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,192 | $5,273-39.5% | $4,341-26.5% | $4,660-31.5% |
| Participant deferral / active EE | $6,967 | $6,959+0.1% | $6,031+15.5% | $6,688+4.2% |
| Admin fee / account holder | $832 | $16,648-95.0% | $12,690-93.4% | $13,397-93.8% |