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 9-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 | $97,114 | $127,065-23.6% | $113,168-14.2% | $142,382-31.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.52% | 24.03%-4.5pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,877 | $3,442+128.8% | $2,975+164.7% | $4,299+83.2% |
| Participant deferral / active EE | $14,624 | $5,716+155.8% | $5,107+186.4% | $6,507+124.7% |
| Admin fee / account holder | $4,709 | $15,736-70.1% | $12,068-61.0% | $12,624-62.7% |