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 5-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 | $98,787 | $127,065-22.3% | $113,168-12.7% | $142,382-30.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.57% | 24.03%-2.5pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $8,432 | $3,442+145.0% | $2,975+183.4% | $4,299+96.1% |
| Participant deferral / active EE | $11,263 | $5,716+97.0% | $5,107+120.5% | $6,507+73.1% |
| Admin fee / account holder | $815 | $15,736-94.8% | $12,068-93.2% | $12,624-93.5% |