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 | $93,064 | $103,376-10.0% | $87,100+6.8% | $152,861-39.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.49% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,455 | $3,220+7.3% | $2,521+37.0% | $4,762-27.4% |
| Participant deferral / active EE | $9,714 | $4,778+103.3% | $4,049+139.9% | $5,850+66.1% |
| Admin fee / account holder | $2,710 | $12,205-77.8% | $7,497-63.8% | $11,596-76.6% |