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 | $99,434 | $165,335-39.9% | $149,696-33.6% | $158,922-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.87% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,735 | $5,103-7.2% | $4,644+2.0% | $4,761-0.5% |
| Participant deferral / active EE | $3,564 | $7,181-50.4% | $6,842-47.9% | $5,982-40.4% |
| Admin fee / account holder | $1,593 | $10,807-85.3% | $9,309-82.9% | $11,246-85.8% |