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 6-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 | $80,360 | $163,101-50.7% | $136,749-41.2% | $142,382-43.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.76% | 27.54%-7.8pp | 24.33%-4.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $9,512 | $4,117+131.1% | $3,400+179.8% | $4,299+121.3% |
| Participant deferral / active EE | $9,269 | $5,585+66.0% | $4,692+97.5% | $6,507+42.4% |
| Admin fee / account holder | $803 | $14,318-94.4% | $11,386-92.9% | $12,624-93.6% |