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 10-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 85-3986400 | Contract Administrator | $5,266 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $91,805 | $167,307-45.1% | $143,757-36.1% | $134,475-31.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.57% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $6,052 | $5,619+7.7% | $4,951+22.2% | $4,740+27.7% |
| Participant deferral / active EE | $11,367 | $6,446+76.3% | $5,637+101.6% | $6,400+77.6% |
| Admin fee / account holder | $485 | $18,088-97.3% | $14,673-96.7% | $11,426-95.8% |