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 | $68,047 | $94,338-27.9% | $100,534-32.3% | $142,382-52.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.66% | 29.20%-12.5pp | 32.66%-16.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,682 | $4,237+81.3% | $4,346+76.7% | $4,299+78.7% |
| Participant deferral / active EE | $9,636 | $5,934+62.4% | $6,144+56.8% | $6,507+48.1% |
| Admin fee / account holder | $1,793 | $8,421-78.7% | $7,654-76.6% | $12,624-85.8% |