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 6-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 | $107,301 | $114,381-6.2% | $107,525-0.2% | $142,382-24.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.11% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $7,898 | $4,015+96.7% | $3,754+110.4% | $4,299+83.7% |
| Participant deferral / active EE | $17,973 | $5,564+223.0% | $5,116+251.3% | $6,507+176.2% |
| Admin fee / account holder | $408 | $9,860-95.9% | $8,919-95.4% | $12,624-96.8% |