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 | $88,668 | $117,841-24.8% | $102,423-13.4% | $145,922-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.13% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $10,340 | $3,615+186.0% | $3,023+242.0% | $4,660+121.9% |
| Participant deferral / active EE | $6,652 | $5,731+16.1% | $5,053+31.7% | $6,688-0.5% |
| Admin fee / account holder | $6,015 | $13,326-54.9% | $9,451-36.4% | $13,397-55.1% |