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 | $95,452 | $165,335-42.3% | $149,696-36.2% | $158,922-39.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.85% | 348.15%-322.3pp | 276.60%-250.7pp | 302.83%-277.0pp |
| Employer contribution / active EE | $11,162 | $5,103+118.7% | $4,644+140.3% | $4,761+134.4% |
| Participant deferral / active EE | $15,459 | $7,181+115.3% | $6,842+126.0% | $5,982+158.4% |
| Admin fee / account holder | $1,893 | $10,807-82.5% | $9,309-79.7% | $11,246-83.2% |