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 | $92,229 | $110,257-16.4% | $96,544-4.5% | $139,434-33.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.58% | 26.32%-8.7pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,459 | $3,620-59.7% | $2,965-50.8% | $4,751-69.3% |
| Participant deferral / active EE | $3,975 | $5,548-28.4% | $4,851-18.1% | $6,710-40.8% |
| Admin fee / account holder | $2,085 | $11,591-82.0% | $8,252-74.7% | $11,403-81.7% |