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 4-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 | $84,482 | $133,922-36.9% | $116,228-27.3% | $142,382-40.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.96% | 147.76%-125.8pp | 90.06%-68.1pp | 217.08%-195.1pp |
| Employer contribution / active EE | $6,892 | $3,446+100.0% | $2,994+130.2% | $4,299+60.3% |
| Participant deferral / active EE | $13,083 | $5,672+130.7% | $4,953+164.1% | $6,507+101.1% |
| Admin fee / account holder | $449 | $14,945-97.0% | $11,989-96.3% | $12,624-96.4% |