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 8-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 | $102,125 | $104,974-2.7% | $95,585+6.8% | $142,382-28.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.72% | 210.33%-190.6pp | 38.56%-18.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,798 | $2,779+36.7% | $2,527+50.3% | $4,299-11.7% |
| Participant deferral / active EE | $11,450 | $4,352+163.1% | $4,023+184.6% | $6,507+76.0% |
| Admin fee / account holder | $442 | $6,386-93.1% | $6,127-92.8% | $12,624-96.5% |