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 | $98,078 | $100,773-2.7% | $88,946+10.3% | $142,382-31.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.68% | 70.18%-48.5pp | 57.82%-36.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,508 | $2,918+20.2% | $2,555+37.3% | $4,299-18.4% |
| Participant deferral / active EE | $8,848 | $5,230+69.2% | $4,581+93.1% | $6,507+36.0% |
| Admin fee / account holder | $724 | $9,693-92.5% | $8,261-91.2% | $12,624-94.3% |