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 8-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 | $118,366 | $89,753+31.9% | $107,525+10.1% | $84,808+39.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.64% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $11,151 | $3,113+258.1% | $3,754+197.1% | $2,631+323.8% |
| Participant deferral / active EE | $8,871 | $4,056+118.7% | $5,116+73.4% | $4,212+110.6% |
| Admin fee / account holder | $3,885 | $7,222-46.2% | $8,919-56.4% | $7,344-47.1% |