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 | $85,854 | $107,934-20.5% | $91,989-6.7% | $152,861-43.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.58% | 89.24%-66.7pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $969 | $4,210-77.0% | $3,452-71.9% | $4,762-79.6% |
| Participant deferral / active EE | $2,262 | $6,364-64.5% | $5,923-61.8% | $5,850-61.3% |
| Admin fee / account holder | $5,967 | $10,520-43.3% | $7,743-22.9% | $11,596-48.5% |