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 6-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 | $90,538 | $117,983-23.3% | $101,794-11.1% | $142,382-36.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.27% | 36.92%-14.6pp | 30.53%-8.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $8,757 | $2,773+215.8% | $2,289+282.6% | $4,299+103.7% |
| Participant deferral / active EE | $8,340 | $4,714+76.9% | $4,084+104.2% | $6,507+28.2% |
| Admin fee / account holder | $349 | $10,433-96.7% | $8,777-96.0% | $12,624-97.2% |