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 | $83,195 | $118,450-29.8% | $98,439-15.5% | $139,434-40.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 18.94%-1.1pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $5,275 | $3,609+46.2% | $3,048+73.1% | $4,751+11.0% |
| Participant deferral / active EE | $21,458 | $5,392+298.0% | $4,738+352.9% | $6,710+219.8% |
| Admin fee / account holder | $6,005 | $14,026-57.2% | $8,948-32.9% | $11,403-47.3% |