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 10-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 | $98,972 | $124,281-20.4% | $109,143-9.3% | $167,490-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.30% | 26.04%-11.7pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,839 | $4,207+38.8% | $3,722+56.9% | $4,837+20.7% |
| Participant deferral / active EE | $6,828 | $5,255+29.9% | $4,653+46.7% | $6,341+7.7% |
| Admin fee / account holder | $2,223 | $7,970-72.1% | $6,752-67.1% | $12,309-81.9% |