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 | $100,529 | $154,117-34.8% | $129,995-22.7% | $139,434-27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 32.48%-22.4pp | -137.18%+147.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $8,040 | $5,289+52.0% | $4,320+86.1% | $4,751+69.2% |
| Participant deferral / active EE | $8,185 | $6,710+22.0% | $5,820+40.6% | $6,710+22.0% |
| Admin fee / account holder | $1,097 | $14,007-92.2% | $10,614-89.7% | $11,403-90.4% |