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 4-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 | $113,077 | $95,266+18.7% | $82,389+37.2% | $142,382-20.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.60% | 25.74%-5.1pp | 28.67%-8.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $9,535 | $2,991+218.8% | $2,517+278.8% | $4,299+121.8% |
| Participant deferral / active EE | $16,882 | $4,809+251.1% | $4,155+306.3% | $6,507+159.4% |
| Admin fee / account holder | $670 | $8,563-92.2% | $7,231-90.7% | $12,624-94.7% |