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 10-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 | $100,892 | $117,983-14.5% | $101,794-0.9% | $142,382-29.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.94% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,490 | $2,773-46.3% | $2,289-34.9% | $4,299-65.4% |
| Participant deferral / active EE | $2,780 | $4,714-41.0% | $4,084-31.9% | $6,507-57.3% |
| Admin fee / account holder | $1,163 | $10,433-88.8% | $8,777-86.7% | $12,624-90.8% |