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 | $99,550 | $109,982-9.5% | $97,226+2.4% | $145,922-31.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.96% | 242.90%-229.9pp | 75.13%-62.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $14,499 | $3,084+370.2% | $2,729+431.3% | $4,660+211.2% |
| Participant deferral / active EE | $11,702 | $4,676+150.3% | $4,264+174.4% | $6,688+75.0% |
| Admin fee / account holder | $859 | $6,221-86.2% | $5,654-84.8% | $13,397-93.6% |