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 9-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 | $89,572 | $104,974-14.7% | $95,585-6.3% | $142,382-37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.87% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,586 | $2,779+29.1% | $2,527+41.9% | $4,299-16.6% |
| Participant deferral / active EE | $6,728 | $4,352+54.6% | $4,023+67.2% | $6,507+3.4% |
| Admin fee / account holder | $667 | $6,386-89.6% | $6,127-89.1% | $12,624-94.7% |