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 | $65,404 | $106,584-38.6% | $101,326-35.5% | $142,382-54.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.12% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,848 | $3,956+73.1% | $3,665+86.8% | $4,299+59.3% |
| Participant deferral / active EE | $7,890 | $8,297-4.9% | $7,994-1.3% | $6,507+21.3% |
| Admin fee / account holder | $397 | $11,446-96.5% | $11,185-96.5% | $12,624-96.9% |