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 | $78,910 | $111,754-29.4% | $103,333-23.6% | $145,922-45.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.06% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $11,953 | $4,212+183.7% | $3,868+209.0% | $4,660+156.5% |
| Participant deferral / active EE | $9,819 | $5,619+74.8% | $5,057+94.1% | $6,688+46.8% |
| Admin fee / account holder | $1,850 | $9,750-81.0% | $8,355-77.9% | $13,397-86.2% |