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 5-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 | $78,835 | $114,381-31.1% | $107,525-26.7% | $142,382-44.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.94% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $12,918 | $4,015+221.8% | $3,754+244.1% | $4,299+200.5% |
| Participant deferral / active EE | $8,526 | $5,564+53.2% | $5,116+66.7% | $6,507+31.0% |
| Admin fee / account holder | $868 | $9,860-91.2% | $8,919-90.3% | $12,624-93.1% |