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 | $80,156 | $94,752-15.4% | $112,887-29.0% | $139,434-42.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.05% | 40.88%-22.8pp | 34.10%-16.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,438 | $4,625-25.7% | $4,563-24.7% | $4,751-27.6% |
| Participant deferral / active EE | $14,345 | $6,512+120.3% | $6,513+120.2% | $6,710+113.8% |
| Admin fee / account holder | $692 | $8,527-91.9% | $7,047-90.2% | $11,403-93.9% |