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.
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 | $83,603 | $115,882-27.9% | $100,516-16.8% | $158,922-47.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.45% | 34.79%-20.3pp | 30.89%-16.4pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,982 | $4,103+21.4% | $3,418+45.8% | $4,761+4.6% |
| Participant deferral / active EE | $14,584 | $6,674+118.5% | $6,270+132.6% | $5,982+143.8% |
| Admin fee / account holder | $18,584 | $10,995+69.0% | $8,081+130.0% | $11,246+65.3% |