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 8-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 | $94,107 | $117,841-20.1% | $102,423-8.1% | $145,922-35.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $7,399 | $3,615+104.7% | $3,023+144.7% | $4,660+58.8% |
| Participant deferral / active EE | $13,506 | $5,731+135.7% | $5,053+167.3% | $6,688+102.0% |
| Admin fee / account holder | $917 | $13,326-93.1% | $9,451-90.3% | $13,397-93.2% |