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 3-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 | $71,063 | $104,974-32.3% | $95,585-25.7% | $142,382-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.62% | 210.33%-188.7pp | 38.56%-16.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $11,024 | $2,779+296.8% | $2,527+336.3% | $4,299+156.4% |
| Participant deferral / active EE | $13,024 | $4,352+199.3% | $4,023+223.8% | $6,507+100.1% |
| Admin fee / account holder | $845 | $6,386-86.8% | $6,127-86.2% | $12,624-93.3% |