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 | $99,575 | $177,572-43.9% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.81% | 65.07%-39.3pp | 58.88%-33.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,869 | $4,810-19.6% | $4,305-10.1% | $4,299-10.0% |
| Participant deferral / active EE | $11,704 | $6,272+86.6% | $5,540+111.2% | $6,507+79.9% |
| Admin fee / account holder | $393 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |